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 | $125,316 | $72,071+73.9% | $68,368+83.3% | $137,256-8.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 13.90% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,250 | $2,788-19.3% | $2,649-15.1% | $4,156-45.9% |
| Participant deferral / active EE | $14,185 | $4,410+221.7% | $4,123+244.1% | $6,407+121.4% |
| Admin fee / account holder | $220 | $5,336-95.9% | $5,150-95.7% | $12,270-98.2% |