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 5-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 | $94,097 | $154,228-39.0% | $145,433-35.3% | $137,256-31.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.90% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $3,751 | $4,804-21.9% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $14,450 | $8,216+75.9% | $7,897+83.0% | $6,407+125.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |