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 | $224,160 | $87,166+157.2% | $76,735+192.1% | $137,256+63.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.14% | 26.50%-9.4pp | 29.77%-12.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,565 | $2,904+22.7% | $2,454+45.3% | $4,156-14.2% |
| Participant deferral / active EE | $10,341 | $4,726+118.8% | $4,088+153.0% | $6,407+61.4% |
| Admin fee / account holder | $25 | $8,403-99.7% | $7,189-99.7% | $12,270-99.8% |