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 4-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 | $57,321 | $72,071-20.5% | $68,368-16.2% | $137,256-58.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 20.15% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,116 | $2,788+11.8% | $2,649+17.6% | $4,156-25.0% |
| Participant deferral / active EE | $10,960 | $4,410+148.5% | $4,123+165.8% | $6,407+71.1% |
| Admin fee / account holder | $212 | $5,336-96.0% | $5,150-95.9% | $12,270-98.3% |