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 | $97,804 | $68,097+43.6% | $62,929+55.4% | $137,256-28.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.07% | 1859.11%-1848.0pp | 1063.93%-1052.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,000 | $2,811-64.4% | $2,505-60.1% | $4,156-75.9% |
| Participant deferral / active EE | $1,695 | $4,553-62.8% | $3,888-56.4% | $6,407-73.5% |
| Admin fee / account holder | $225 | $6,521-96.5% | $5,065-95.6% | $12,270-98.2% |