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 10-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 | $179,797 | $117,859+52.6% | $102,438+75.5% | $145,959+23.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.06% | 31.72%-20.7pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,638 | $3,615+28.3% | $3,024+53.4% | $4,661-0.5% |
| Participant deferral / active EE | $6,854 | $5,732+19.6% | $5,054+35.6% | $6,689+2.5% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |