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 | $103,893 | $117,859-11.8% | $102,438+1.4% | $145,959-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.64% | 31.72%-18.1pp | 29.37%-15.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,258 | $3,615-37.5% | $3,024-25.3% | $4,661-51.6% |
| Participant deferral / active EE | $4,374 | $5,732-23.7% | $5,054-13.5% | $6,689-34.6% |
| Admin fee / account holder | $293 | $13,318-97.8% | $9,448-96.9% | $13,398-97.8% |