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 7-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 | $119,745 | $183,592-34.8% | $155,567-23.0% | $145,959-18.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,936 | $5,315-25.9% | $4,674-15.8% | $4,661-15.5% |
| Participant deferral / active EE | $10,048 | $6,464+55.4% | $5,628+78.5% | $6,689+50.2% |
| Admin fee / account holder | $265 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |