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 | $231,764 | $100,970+129.5% | $96,576+140.0% | $137,256+68.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.33% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,023 | $3,809-20.6% | $3,553-14.9% | $4,156-27.3% |
| Participant deferral / active EE | $5,103 | $8,286-38.4% | $7,956-35.9% | $6,407-20.4% |
| Admin fee / account holder | $60 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |