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 6-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 | $114,916 | $178,174-35.5% | $156,181-26.4% | $137,256-16.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.37% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,629 | $4,972-47.1% | $4,294-38.8% | $4,156-36.7% |
| Participant deferral / active EE | $9,999 | $6,888+45.2% | $6,132+63.0% | $6,407+56.1% |
| Admin fee / account holder | $55 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |