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 | $206,806 | $201,259+2.8% | $184,200+12.3% | $145,959+41.7% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 12.56% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $4,581 | $7,018-34.7% | $6,424-28.7% | $4,661-1.7% |
| Participant deferral / active EE | $18,193 | $9,806+85.5% | $9,132+99.2% | $6,689+172.0% |
| Admin fee / account holder | $87 | $16,372-99.5% | $13,907-99.4% | $13,398-99.4% |