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 5-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 | $92,768 | $209,336-55.7% | $197,124-52.9% | $137,256-32.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.47% | 48.09%-27.6pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $7,339 | $6,591+11.3% | $6,227+17.8% | $4,156+76.6% |
| Participant deferral / active EE | $11,628 | $9,614+20.9% | $9,135+27.3% | $6,407+81.5% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |