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 | $98,894 | $209,336-52.8% | $197,124-49.8% | $137,256-27.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.42% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,418 | $6,591-17.8% | $6,227-13.0% | $4,156+30.4% |
| Participant deferral / active EE | $10,726 | $9,614+11.6% | $9,135+17.4% | $6,407+67.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |