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 5-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 | $31,265 | $132,634-76.4% | $115,768-73.0% | $137,256-77.2% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 16.73% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,275 | $3,360-62.0% | $2,940-56.6% | $4,156-69.3% |
| Participant deferral / active EE | $3,273 | $5,619-41.7% | $4,917-33.4% | $6,407-48.9% |
| Admin fee / account holder | $5 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |