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 | $237,065 | $172,111+37.7% | $150,298+57.7% | $137,256+72.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.90% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,534 | $4,636-45.3% | $4,154-39.0% | $4,156-39.0% |
| Participant deferral / active EE | $8,169 | $6,166+32.5% | $5,453+49.8% | $6,407+27.5% |
| Admin fee / account holder | $155 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |