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 | $39,786 | $111,535-64.3% | $105,223-62.2% | $137,256-71.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 14.44% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,138 | $3,939-71.1% | $3,689-69.2% | $4,156-72.6% |
| Participant deferral / active EE | $4,943 | $5,500-10.1% | $5,072-2.5% | $6,407-22.8% |
| Admin fee / account holder | $127 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |