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 | $75,923 | $154,228-50.8% | $145,433-47.8% | $137,256-44.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,018 | $4,804-58.0% | $4,554-55.7% | $4,156-51.4% |
| Participant deferral / active EE | $6,525 | $8,216-20.6% | $7,897-17.4% | $6,407+1.9% |
| Admin fee / account holder | $61 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |