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 6-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 | $42,036 | $58,627-28.3% | $76,735-45.2% | $82,448-49.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 69.5%+0.5pp | 68.1%+1.9pp |
| Annual return | 18.51% | 39.10%-20.6pp | 29.77%-11.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,601 | $1,729+50.4% | $2,454+6.0% | $2,551+2.0% |
| Participant deferral / active EE | $5,555 | $3,134+77.3% | $4,088+35.9% | $4,139+34.2% |
| Admin fee / account holder | $275 | $5,323-94.8% | $7,189-96.2% | $7,234-96.2% |