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 5-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 | $57,606 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,347 | $4,804+32.1% | $4,554+39.4% | $4,156+52.7% |
| Participant deferral / active EE | $13,278 | $8,216+61.6% | $7,897+68.1% | $6,407+107.2% |
| Admin fee / account holder | $180 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |