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 5-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 | $21,186 | $111,535-81.0% | $105,223-79.9% | $137,256-84.6% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 20.63% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,599 | $3,939-59.4% | $3,689-56.6% | $4,156-61.5% |
| Participant deferral / active EE | $4,100 | $5,500-25.4% | $5,072-19.2% | $6,407-36.0% |
| Admin fee / account holder | $240 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |