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 | $160,335 | $102,245+56.8% | $89,340+79.5% | $137,256+16.8% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 16.62% | 21.89%-5.3pp | 20.57%-4.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,132 | $2,529+23.8% | $2,231+40.4% | $4,156-24.6% |
| Participant deferral / active EE | $3,624 | $4,436-18.3% | $3,823-5.2% | $6,407-43.4% |
| Admin fee / account holder | $12 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |