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 | $41,495 | $111,535-62.8% | $105,223-60.6% | $137,256-69.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.53% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,574 | $3,939+66.9% | $3,689+78.2% | $4,156+58.2% |
| Participant deferral / active EE | $7,480 | $5,500+36.0% | $5,072+47.5% | $6,407+16.7% |
| Admin fee / account holder | $202 | $9,721-97.9% | $8,859-97.7% | $12,270-98.4% |