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 | $223,687 | $112,729+98.4% | $98,716+126.6% | $137,256+63.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 15.54% | 38.48%-22.9pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,948 | $2,725-28.5% | $2,279-14.5% | $4,156-53.1% |
| Participant deferral / active EE | $6,693 | $4,640+44.2% | $4,048+65.3% | $6,407+4.5% |
| Admin fee / account holder | $7 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |