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 | $122,216 | $97,125+25.8% | $86,233+41.7% | $137,256-11.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 36.58% | 74.19%-37.6pp | 61.39%-24.8pp | 220.34%-183.8pp |
| Employer contribution / active EE | $3,159 | $2,841+11.2% | $2,504+26.1% | $4,156-24.0% |
| Participant deferral / active EE | $7,573 | $5,180+46.2% | $4,559+66.1% | $6,407+18.2% |
| Admin fee / account holder | $23 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |