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 | $208,647 | $154,228+35.3% | $145,433+43.5% | $137,256+52.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.60% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,402 | $4,804-8.4% | $4,554-3.4% | $4,156+5.9% |
| Participant deferral / active EE | $4,343 | $8,216-47.1% | $7,897-45.0% | $6,407-32.2% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |