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 4-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 | $21,768 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 22.33% | 74.59%-52.3pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,327 | $4,804-51.6% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $7,506 | $8,216-8.7% | $7,897-5.0% | $6,407+17.2% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |