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 9-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 | $99,183 | $178,174-44.3% | $156,181-36.5% | $137,256-27.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.70% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,713 | $4,972-25.3% | $4,294-13.5% | $4,156-10.7% |
| Participant deferral / active EE | $11,695 | $6,888+69.8% | $6,132+90.7% | $6,407+82.5% |
| Admin fee / account holder | $194 | $17,404-98.9% | $14,586-98.7% | $12,270-98.4% |