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 | $128,396 | $209,336-38.7% | $197,124-34.9% | $137,256-6.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.71% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $10,200 | $6,591+54.8% | $6,227+63.8% | $4,156+145.4% |
| Participant deferral / active EE | $9,704 | $9,614+0.9% | $9,135+6.2% | $6,407+51.5% |
| Admin fee / account holder | $256 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |