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 3-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 | $25,321 | $161,352-84.3% | $134,172-81.1% | $137,256-81.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 21.98% | 28.72%-6.7pp | 25.30%-3.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,255 | $4,099-45.0% | $3,420-34.1% | $4,156-45.7% |
| Participant deferral / active EE | $4,038 | $5,552-27.3% | $4,690-13.9% | $6,407-37.0% |
| Admin fee / account holder | $149 | $15,028-99.0% | $12,016-98.8% | $12,270-98.8% |