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 4-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 | $77,797 | $154,228-49.6% | $145,433-46.5% | $137,256-43.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.47% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,846 | $4,804-61.6% | $4,554-59.5% | $4,156-55.6% |
| Participant deferral / active EE | $4,620 | $8,216-43.8% | $7,897-41.5% | $6,407-27.9% |
| Admin fee / account holder | $210 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |