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 | $167,319 | $183,592-8.9% | $155,567+7.6% | $145,959+14.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.69% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.3pp |
| Employer contribution / active EE | $3,815 | $5,315-28.2% | $4,674-18.4% | $4,661-18.1% |
| Participant deferral / active EE | $9,542 | $6,464+47.6% | $5,628+69.6% | $6,689+42.7% |
| Admin fee / account holder | $23 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |