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 | $78,636 | $51,638+52.3% | $68,368+15.0% | $82,448-4.6% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 14.54% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,720 | $2,047+81.8% | $2,649+40.5% | $2,551+45.8% |
| Participant deferral / active EE | $4,513 | $2,914+54.9% | $4,123+9.5% | $4,139+9.0% |
| Admin fee / account holder | $103 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |