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 | $65,847 | $111,535-41.0% | $105,223-37.4% | $137,256-52.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 15.69% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,701 | $3,939-6.1% | $3,689+0.3% | $4,156-11.0% |
| Participant deferral / active EE | $8,627 | $5,500+56.9% | $5,072+70.1% | $6,407+34.6% |
| Admin fee / account holder | $1 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |