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 | $52,009 | $172,111-69.8% | $150,298-65.4% | $137,256-62.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.14% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,047 | $4,636-77.4% | $4,154-74.8% | $4,156-74.8% |
| Participant deferral / active EE | $9,323 | $6,166+51.2% | $5,453+71.0% | $6,407+45.5% |
| Admin fee / account holder | $108 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |