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 | $61,804 | $161,352-61.7% | $134,172-53.9% | $137,256-55.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.95% | 28.72%-11.8pp | 25.30%-8.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,314 | $4,099-19.1% | $3,420-3.1% | $4,156-20.3% |
| Participant deferral / active EE | $5,892 | $5,552+6.1% | $4,690+25.6% | $6,407-8.0% |
| Admin fee / account holder | $105 | $15,028-99.3% | $12,016-99.1% | $12,270-99.1% |