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 9-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 | $222,052 | $124,425+78.5% | $112,040+98.2% | $137,256+61.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.48% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,659 | $3,411+95.2% | $2,954+125.4% | $4,156+60.2% |
| Participant deferral / active EE | $16,264 | $5,718+184.4% | $5,098+219.1% | $6,407+153.9% |
| Admin fee / account holder | $10 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |