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 | $67,560 | $154,228-56.2% | $145,433-53.5% | $137,256-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.12% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $15,172 | $4,804+215.8% | $4,554+233.1% | $4,156+265.1% |
| Participant deferral / active EE | $10,233 | $8,216+24.5% | $7,897+29.6% | $6,407+59.7% |
| Admin fee / account holder | $236 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |