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 | $107,106 | $117,859-9.1% | $102,438+4.6% | $145,959-26.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.16% | 31.72%-14.6pp | 29.37%-12.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,269 | $3,615-37.2% | $3,024-24.9% | $4,661-51.3% |
| Participant deferral / active EE | $5,820 | $5,732+1.5% | $5,054+15.2% | $6,689-13.0% |
| Admin fee / account holder | $20 | $13,318-99.8% | $9,448-99.8% | $13,398-99.9% |