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 | $48,304 | $180,749-73.3% | $160,784-70.0% | $137,256-64.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.89% | 2234.46%-2222.6pp | 1803.92%-1792.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,166 | $4,155-47.9% | $3,733-42.0% | $4,156-47.9% |
| Participant deferral / active EE | $3,074 | $6,844-55.1% | $6,293-51.2% | $6,407-52.0% |
| Admin fee / account holder | $295 | $10,397-97.2% | $9,717-97.0% | $12,270-97.6% |