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 | $139,602 | $209,336-33.3% | $197,124-29.2% | $137,256+1.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.05% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $10,456 | $6,591+58.7% | $6,227+67.9% | $4,156+151.6% |
| Participant deferral / active EE | $7,388 | $9,614-23.2% | $9,135-19.1% | $6,407+15.3% |
| Admin fee / account holder | $154 | $17,308-99.1% | $16,298-99.1% | $12,270-98.7% |