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 5-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 | $140,678 | $178,174-21.0% | $156,181-9.9% | $137,256+2.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.04% | 84.19%-64.2pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,272 | $4,972+6.0% | $4,294+22.8% | $4,156+26.9% |
| Participant deferral / active EE | $16,534 | $6,888+140.0% | $6,132+169.6% | $6,407+158.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |