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 9-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 | $173,382 | $102,382+69.3% | $147,005+17.9% | $80,874+114.4% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 18.95% | 134.89%-115.9pp | 418.76%-399.8pp | 35.62%-16.7pp |
| Employer contribution / active EE | $3,037 | $3,715-18.2% | $4,934-38.5% | $2,756+10.2% |
| Participant deferral / active EE | $5,735 | $6,646-13.7% | $8,070-28.9% | $4,297+33.5% |
| Admin fee / account holder | $1 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |