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 | $34,336 | $183,592-81.3% | $155,567-77.9% | $145,959-76.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.46% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,365 | $5,315-55.5% | $4,674-49.4% | $4,661-49.3% |
| Participant deferral / active EE | $7,285 | $6,464+12.7% | $5,628+29.4% | $6,689+8.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |