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 | $56,617 | $72,071-21.4% | $68,368-17.2% | $137,256-58.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 16.26% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,182 | $2,788+14.1% | $2,649+20.1% | $4,156-23.4% |
| Participant deferral / active EE | $4,859 | $4,410+10.2% | $4,123+17.9% | $6,407-24.2% |
| Admin fee / account holder | $93 | $5,336-98.3% | $5,150-98.2% | $12,270-99.2% |