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 | $56,142 | $112,729-50.2% | $98,716-43.1% | $137,256-59.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 20.96% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,530 | $2,725-7.2% | $2,279+11.0% | $4,156-39.1% |
| Participant deferral / active EE | $8,645 | $4,640+86.3% | $4,048+113.6% | $6,407+34.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |