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 | $85,891 | $102,245-16.0% | $89,340-3.9% | $137,256-37.4% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 18.17% | 21.89%-3.7pp | 20.57%-2.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,234 | $2,529-11.7% | $2,231+0.1% | $4,156-46.3% |
| Participant deferral / active EE | $7,431 | $4,436+67.5% | $3,823+94.4% | $6,407+16.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |