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 | $30,237 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.14% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.2pp |
| Employer contribution / active EE | $3,050 | $4,804-36.5% | $4,554-33.0% | $4,156-26.6% |
| Participant deferral / active EE | $4,843 | $8,216-41.1% | $7,897-38.7% | $6,407-24.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |