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 | $70,551 | $124,425-43.3% | $112,040-37.0% | $137,256-48.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 20.35% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,235 | $3,411-34.5% | $2,954-24.4% | $4,156-46.2% |
| Participant deferral / active EE | $6,955 | $5,718+21.6% | $5,098+36.4% | $6,407+8.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |