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 4-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 | $86,793 | $209,336-58.5% | $197,124-56.0% | $137,256-36.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.25% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $8,368 | $6,591+27.0% | $6,227+34.4% | $4,156+101.3% |
| Participant deferral / active EE | $23,986 | $9,614+149.5% | $9,135+162.6% | $6,407+274.4% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |