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 | $31,822 | $154,228-79.4% | $145,433-78.1% | $137,256-76.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.12% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,994 | $4,804-58.5% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $7,826 | $8,216-4.7% | $7,897-0.9% | $6,407+22.2% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |