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 | $125,708 | $154,228-18.5% | $145,433-13.6% | $137,256-8.4% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 19.49% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,860 | $4,804-61.3% | $4,554-59.2% | $4,156-55.2% |
| Participant deferral / active EE | $12,595 | $8,216+53.3% | $7,897+59.5% | $6,407+96.6% |
| Admin fee / account holder | $286 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |