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 | $51,216 | $180,749-71.7% | $160,784-68.1% | $137,256-62.7% |
| Participation rate | 78.6% | 80.0%-1.4pp | 77.0%+1.6pp | 80.0%-1.4pp |
| Annual return | 20.33% | 2234.46%-2214.1pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,100 | $4,155-73.5% | $3,733-70.5% | $4,156-73.5% |
| Participant deferral / active EE | $3,081 | $6,844-55.0% | $6,293-51.0% | $6,407-51.9% |
| Admin fee / account holder | $207 | $10,397-98.0% | $9,717-97.9% | $12,270-98.3% |