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 | $50,425 | $154,228-67.3% | $145,433-65.3% | $137,256-63.3% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,350 | $4,804-71.9% | $4,554-70.4% | $4,156-67.5% |
| Participant deferral / active EE | $6,430 | $8,216-21.7% | $7,897-18.6% | $6,407+0.4% |
| Admin fee / account holder | $189 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |