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 | $28,799 | $172,111-83.3% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.85% | 69.37%-43.5pp | 62.79%-36.9pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,771 | $4,636-40.2% | $4,154-33.3% | $4,156-33.3% |
| Participant deferral / active EE | $6,924 | $6,166+12.3% | $5,453+27.0% | $6,407+8.1% |
| Admin fee / account holder | $90 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |