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 8-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 | $94,212 | $100,970-6.7% | $96,576-2.4% | $137,256-31.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.89% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,864 | $3,809-24.8% | $3,553-19.4% | $4,156-31.1% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $40 | $11,312-99.6% | $11,381-99.6% | $12,270-99.7% |