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 6-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 | $45,925 | $154,228-70.2% | $145,433-68.4% | $137,256-66.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.01% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,159 | $4,804-55.1% | $4,554-52.6% | $4,156-48.1% |
| Participant deferral / active EE | $5,360 | $8,216-34.8% | $7,897-32.1% | $6,407-16.3% |
| Admin fee / account holder | $230 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |