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 | $129,744 | $117,859+10.1% | $102,438+26.7% | $145,959-11.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.04% | 31.72%-14.7pp | 29.37%-12.3pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,656 | $3,615-54.2% | $3,024-45.2% | $4,661-64.5% |
| Participant deferral / active EE | $9,819 | $5,732+71.3% | $5,054+94.3% | $6,689+46.8% |
| Admin fee / account holder | $191 | $13,318-98.6% | $9,448-98.0% | $13,398-98.6% |