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 | $104,708 | $108,912-3.9% | $100,383+4.3% | $145,959-28.3% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 11.73% | 57.96%-46.2pp | 49.26%-37.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,280 | $8,451-37.5% | $8,086-34.7% | $6,689-21.1% |
| Admin fee / account holder | $99 | $9,690-99.0% | $7,900-98.7% | $13,398-99.3% |