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 | $42,348 | $180,749-76.6% | $160,784-73.7% | $137,256-69.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.91% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,718 | $4,155-10.5% | $3,733-0.4% | $4,156-10.5% |
| Participant deferral / active EE | $6,262 | $6,844-8.5% | $6,293-0.5% | $6,407-2.3% |
| Admin fee / account holder | $15 | $10,397-99.9% | $9,717-99.8% | $12,270-99.9% |