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 | $57,503 | $178,174-67.7% | $156,181-63.2% | $137,256-58.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 10.33% | 84.19%-73.9pp | 64.87%-54.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,239 | $4,972-55.0% | $4,294-47.9% | $4,156-46.1% |
| Participant deferral / active EE | $3,184 | $6,888-53.8% | $6,132-48.1% | $6,407-50.3% |
| Admin fee / account holder | $213 | $17,404-98.8% | $14,586-98.5% | $12,270-98.3% |