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 | $67,319 | $159,934-57.9% | $147,005-54.2% | $145,959-53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.87% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,641 | $5,287+6.7% | $4,934+14.3% | $4,661+21.0% |
| Participant deferral / active EE | $8,522 | $8,427+1.1% | $8,070+5.6% | $6,689+27.4% |
| Admin fee / account holder | $87 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |