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 8-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 | $148,515 | $117,859+26.0% | $102,438+45.0% | $145,959+1.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 31.72%-22.8pp | 29.37%-20.4pp | 561.95%-553.0pp |
| Employer contribution / active EE | $4,254 | $3,615+17.7% | $3,024+40.7% | $4,661-8.7% |
| Participant deferral / active EE | $18,854 | $5,732+228.9% | $5,054+273.1% | $6,689+181.9% |
| Admin fee / account holder | $204 | $13,318-98.5% | $9,448-97.8% | $13,398-98.5% |