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 | $204,809 | $178,174+14.9% | $156,181+31.1% | $137,256+49.2% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.8%-5.5pp | 80.0%-6.6pp |
| Annual return | 15.86% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,620 | $4,972-67.4% | $4,294-62.3% | $4,156-61.0% |
| Participant deferral / active EE | $5,674 | $6,888-17.6% | $6,132-7.5% | $6,407-11.4% |
| Admin fee / account holder | $127 | $17,404-99.3% | $14,586-99.1% | $12,270-99.0% |