Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,405 | $180,749-63.8% | $160,784-59.3% | $137,256-52.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.80% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,971 | $4,155+43.7% | $3,733+60.0% | $4,156+43.7% |
| Participant deferral / active EE | $5,309 | $6,844-22.4% | $6,293-15.6% | $6,407-17.1% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |