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 | $72,716 | $47,479+53.2% | $62,929+15.6% | $82,448-11.8% |
| Participation rate | 76.3% | 66.9%+9.4pp | 73.1%+3.2pp | 68.1%+8.2pp |
| Annual return | 13.95% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,123 | $1,885+12.6% | $2,505-15.2% | $2,551-16.8% |
| Participant deferral / active EE | $4,073 | $2,870+41.9% | $3,888+4.8% | $4,139-1.6% |
| Admin fee / account holder | $88 | $3,804-97.7% | $5,065-98.3% | $7,234-98.8% |