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 9-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 | $89,341 | $172,111-48.1% | $150,298-40.6% | $137,256-34.9% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 17.96% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,871 | $4,636+26.6% | $4,154+41.3% | $4,156+41.3% |
| Participant deferral / active EE | $5,549 | $6,166-10.0% | $5,453+1.8% | $6,407-13.4% |
| Admin fee / account holder | $56 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |