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 4-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 | $14,716 | $72,071-79.6% | $68,368-78.5% | $137,256-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 33.50% | 353.14%-319.6pp | 292.57%-259.1pp | 220.34%-186.8pp |
| Employer contribution / active EE | $3,125 | $2,788+12.1% | $2,649+18.0% | $4,156-24.8% |
| Participant deferral / active EE | $5,223 | $4,410+18.4% | $4,123+26.7% | $6,407-18.5% |
| Admin fee / account holder | $244 | $5,336-95.4% | $5,150-95.3% | $12,270-98.0% |