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 9-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 | $49,654 | $154,228-67.8% | $145,433-65.9% | $137,256-63.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.69% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,434 | $4,804-70.1% | $4,554-68.5% | $4,156-65.5% |
| Participant deferral / active EE | $9,108 | $8,216+10.9% | $7,897+15.3% | $6,407+42.2% |
| Admin fee / account holder | $191 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |