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 3-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 | $32,870 | $124,425-73.6% | $112,040-70.7% | $137,256-76.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 28.05% | 24.72%+3.3pp | 24.52%+3.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $5,205 | $3,411+52.6% | $2,954+76.2% | $4,156+25.2% |
| Participant deferral / active EE | $8,087 | $5,718+41.4% | $5,098+58.6% | $6,407+26.2% |
| Admin fee / account holder | $99 | $15,207-99.3% | $12,098-99.2% | $12,270-99.2% |