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 6-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 | $47,297 | $172,111-72.5% | $150,298-68.5% | $137,256-65.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.13% | 69.37%-44.2pp | 62.79%-37.7pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,104 | $4,636-33.1% | $4,154-25.3% | $4,156-25.3% |
| Participant deferral / active EE | $6,118 | $6,166-0.8% | $5,453+12.2% | $6,407-4.5% |
| Admin fee / account holder | $233 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |