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 | $186,558 | $117,859+58.3% | $102,438+82.1% | $145,959+27.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 31.72%-18.7pp | 29.37%-16.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,161 | $3,615-40.2% | $3,024-28.5% | $4,661-53.6% |
| Participant deferral / active EE | $9,643 | $5,732+68.2% | $5,054+90.8% | $6,689+44.2% |
| Admin fee / account holder | $4 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |