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 | $223,937 | $172,111+30.1% | $150,298+49.0% | $137,256+63.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.62% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,007 | $4,636-56.7% | $4,154-51.7% | $4,156-51.7% |
| Participant deferral / active EE | $8,483 | $6,166+37.6% | $5,453+55.6% | $6,407+32.4% |
| Admin fee / account holder | $224 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |