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 9-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 | $83,330 | $111,535-25.3% | $105,223-20.8% | $137,256-39.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,178 | $3,939-44.7% | $3,689-41.0% | $4,156-47.6% |
| Participant deferral / active EE | $6,734 | $5,500+22.4% | $5,072+32.8% | $6,407+5.1% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |