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 | $49,798 | $154,228-67.7% | $145,433-65.8% | $137,256-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.16% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,970 | $4,804-38.2% | $4,554-34.8% | $4,156-28.5% |
| Participant deferral / active EE | $4,580 | $8,216-44.3% | $7,897-42.0% | $6,407-28.5% |
| Admin fee / account holder | $239 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |