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 6-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 | $72,581 | $154,228-52.9% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.04% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,964 | $4,804-38.3% | $4,554-34.9% | $4,156-28.7% |
| Participant deferral / active EE | $9,879 | $8,216+20.2% | $7,897+25.1% | $6,407+54.2% |
| Admin fee / account holder | $230 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |