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 | $23,199 | $111,535-79.2% | $105,223-78.0% | $137,256-83.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 26.47% | 237.85%-211.4pp | 180.65%-154.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,297 | $3,939-41.7% | $3,689-37.7% | $4,156-44.7% |
| Participant deferral / active EE | $4,803 | $5,500-12.7% | $5,072-5.3% | $6,407-25.0% |
| Admin fee / account holder | $274 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |