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 8-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 | $23,906 | $154,228-84.5% | $145,433-83.6% | $137,256-82.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.91% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,494 | $4,804-68.9% | $4,554-67.2% | $4,156-64.0% |
| Participant deferral / active EE | $3,237 | $8,216-60.6% | $7,897-59.0% | $6,407-49.5% |
| Admin fee / account holder | $111 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |