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 | $82,356 | $57,057+44.3% | $85,009-3.1% | $80,874+1.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 15.64% | 21.66%-6.0pp | 66.47%-50.8pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,237 | $1,799-31.2% | $2,728-54.7% | $2,756-55.1% |
| Participant deferral / active EE | $2,735 | $3,112-12.1% | $4,522-39.5% | $4,297-36.4% |
| Admin fee / account holder | $18 | $4,986-99.6% | $6,153-99.7% | $6,935-99.7% |