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 | $82,315 | $172,111-52.2% | $150,298-45.2% | $137,256-40.0% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 17.60% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,524 | $4,636-45.6% | $4,154-39.2% | $4,156-39.3% |
| Participant deferral / active EE | $5,634 | $6,166-8.6% | $5,453+3.3% | $6,407-12.1% |
| Admin fee / account holder | $244 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |