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 | $66,318 | $172,111-61.5% | $150,298-55.9% | $137,256-51.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 43.91% | 69.37%-25.5pp | 62.79%-18.9pp | 220.34%-176.4pp |
| Employer contribution / active EE | $3,533 | $4,636-23.8% | $4,154-15.0% | $4,156-15.0% |
| Participant deferral / active EE | $10,722 | $6,166+73.9% | $5,453+96.6% | $6,407+67.4% |
| Admin fee / account holder | $245 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |