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 | $47,123 | $154,228-69.4% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.27% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,584 | $4,804-67.0% | $4,554-65.2% | $4,156-61.9% |
| Participant deferral / active EE | $10,350 | $8,216+26.0% | $7,897+31.1% | $6,407+61.5% |
| Admin fee / account holder | $252 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |