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 | $194,058 | $178,174+8.9% | $156,181+24.3% | $137,256+41.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 16.48% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,626 | $4,972-27.1% | $4,294-15.5% | $4,156-12.7% |
| Participant deferral / active EE | $11,225 | $6,888+63.0% | $6,132+83.1% | $6,407+75.2% |
| Admin fee / account holder | $1 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |