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 8-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 | $30,914 | $106,749-71.0% | $145,433-78.7% | $82,448-62.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.20% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,945 | $3,444-14.5% | $4,554-35.3% | $2,551+15.5% |
| Participant deferral / active EE | $4,634 | $6,519-28.9% | $7,897-41.3% | $4,139+11.9% |
| Admin fee / account holder | $146 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |