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 | $131,861 | $161,352-18.3% | $134,172-1.7% | $137,256-3.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.42% | 28.72%-15.3pp | 25.30%-11.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,008 | $4,099-26.6% | $3,420-12.0% | $4,156-27.6% |
| Participant deferral / active EE | $3,429 | $5,552-38.2% | $4,690-26.9% | $6,407-46.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |