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 3-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 | $57,261 | $132,634-56.8% | $115,768-50.5% | $137,256-58.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 21.31% | 160.70%-139.4pp | 100.46%-79.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $13,907 | $3,360+313.9% | $2,940+373.0% | $4,156+234.6% |
| Participant deferral / active EE | $12,200 | $5,619+117.1% | $4,917+148.1% | $6,407+90.4% |
| Admin fee / account holder | $208 | $15,028-98.6% | $12,439-98.3% | $12,270-98.3% |