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 | $23,162 | $183,592-87.4% | $155,567-85.1% | $145,959-84.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.74% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,206 | $5,315-77.3% | $4,674-74.2% | $4,661-74.1% |
| Participant deferral / active EE | $4,356 | $6,464-32.6% | $5,628-22.6% | $6,689-34.9% |
| Admin fee / account holder | $98 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |