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 | $107,061 | $112,729-5.0% | $98,716+8.5% | $137,256-22.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.73% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,180 | $2,725-56.7% | $2,279-48.2% | $4,156-71.6% |
| Participant deferral / active EE | $1,508 | $4,640-67.5% | $4,048-62.7% | $6,407-76.5% |
| Admin fee / account holder | $37 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |