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 7-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 | $47,823 | $106,749-55.2% | $145,433-67.1% | $82,448-42.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.83% | 27.59%+2.2pp | 66.58%-36.7pp | 41.64%-11.8pp |
| Employer contribution / active EE | $2,459 | $3,444-28.6% | $4,554-46.0% | $2,551-3.6% |
| Participant deferral / active EE | $10,514 | $6,519+61.3% | $7,897+33.1% | $4,139+154.0% |
| Admin fee / account holder | $285 | $8,390-96.6% | $13,129-97.8% | $7,234-96.1% |