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 6-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 | $65,660 | $154,228-57.4% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.00% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $4,160 | $4,804-13.4% | $4,554-8.7% | $4,156+0.1% |
| Participant deferral / active EE | $10,110 | $8,216+23.0% | $7,897+28.0% | $6,407+57.8% |
| Admin fee / account holder | $243 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |