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 | $101,401 | $64,517+57.2% | $81,438+24.5% | $80,874+25.4% |
| Participation rate | 75.6% | 63.9%+11.7pp | 69.5%+6.1pp | 67.6%+8.0pp |
| Annual return | 12.85% | 16.35%-3.5pp | 24.74%-11.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,409 | $1,982+21.6% | $2,460-2.1% | $2,756-12.6% |
| Participant deferral / active EE | $6,698 | $3,096+116.4% | $3,883+72.5% | $4,297+55.9% |
| Admin fee / account holder | $193 | $5,677-96.6% | $5,764-96.6% | $6,935-97.2% |