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 | $167,912 | $209,336-19.8% | $197,124-14.8% | $137,256+22.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.95% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $9,139 | $6,591+38.7% | $6,227+46.8% | $4,156+119.9% |
| Participant deferral / active EE | $21,375 | $9,614+122.3% | $9,135+134.0% | $6,407+233.6% |
| Admin fee / account holder | $26 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |