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 | $59,649 | $154,228-61.3% | $145,433-59.0% | $137,256-56.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,894 | $4,804-18.9% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $6,228 | $8,216-24.2% | $7,897-21.1% | $6,407-2.8% |
| Admin fee / account holder | $242 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |