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 | $86,837 | $154,228-43.7% | $145,433-40.3% | $137,256-36.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.53% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,341 | $4,804-30.5% | $4,554-26.6% | $4,156-19.6% |
| Participant deferral / active EE | $7,674 | $8,216-6.6% | $7,897-2.8% | $6,407+19.8% |
| Admin fee / account holder | $105 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |