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 4-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 | $58,302 | $154,228-62.2% | $145,433-59.9% | $137,256-57.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.32% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,213 | $4,804-12.3% | $4,554-7.5% | $4,156+1.4% |
| Participant deferral / active EE | $9,610 | $8,216+17.0% | $7,897+21.7% | $6,407+50.0% |
| Admin fee / account holder | $149 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |