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 | $54,374 | $111,814-51.4% | $103,374-47.4% | $145,959-62.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,536 | $4,214-16.1% | $3,869-8.6% | $4,661-24.1% |
| Participant deferral / active EE | $2,356 | $5,618-58.1% | $5,058-53.4% | $6,689-64.8% |
| Admin fee / account holder | $24 | $9,754-99.8% | $8,394-99.7% | $13,398-99.8% |