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 | $52,954 | $172,111-69.2% | $150,298-64.8% | $137,256-61.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.82% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,068 | $4,636-12.3% | $4,154-2.1% | $4,156-2.1% |
| Participant deferral / active EE | $6,370 | $6,166+3.3% | $5,453+16.8% | $6,407-0.6% |
| Admin fee / account holder | $284 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |