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 7-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 | $138,907 | $154,228-9.9% | $145,433-4.5% | $137,256+1.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,514 | $4,804-47.7% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $5,130 | $8,216-37.6% | $7,897-35.0% | $6,407-19.9% |
| Admin fee / account holder | $48 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |