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 | $101,779 | $112,729-9.7% | $98,716+3.1% | $137,256-25.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 17.81% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,396 | $2,725+24.6% | $2,279+49.0% | $4,156-18.3% |
| Participant deferral / active EE | $4,591 | $4,640-1.1% | $4,048+13.4% | $6,407-28.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |