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 | $172,024 | $111,535+54.2% | $105,223+63.5% | $137,256+25.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 12.42% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,327 | $3,939-66.3% | $3,689-64.0% | $4,156-68.1% |
| Participant deferral / active EE | $11,223 | $5,500+104.1% | $5,072+121.3% | $6,407+75.2% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |