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 | $104,559 | $154,228-32.2% | $145,433-28.1% | $137,256-23.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 55.44% | 74.59%-19.1pp | 66.58%-11.1pp | 220.34%-164.9pp |
| Employer contribution / active EE | $4,990 | $4,804+3.9% | $4,554+9.6% | $4,156+20.1% |
| Participant deferral / active EE | $5,568 | $8,216-32.2% | $7,897-29.5% | $6,407-13.1% |
| Admin fee / account holder | $216 | $14,344-98.5% | $13,129-98.4% | $12,270-98.2% |