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 | $62,067 | $154,228-59.8% | $145,433-57.3% | $137,256-54.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.92% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $6,000 | $4,804+24.9% | $4,554+31.7% | $4,156+44.4% |
| Participant deferral / active EE | $13,641 | $8,216+66.0% | $7,897+72.7% | $6,407+112.9% |
| Admin fee / account holder | $170 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |