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 | $60,490 | $154,228-60.8% | $145,433-58.4% | $137,256-55.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.86% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,979 | $4,804-38.0% | $4,554-34.6% | $4,156-28.3% |
| Participant deferral / active EE | $8,480 | $8,216+3.2% | $7,897+7.4% | $6,407+32.4% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |