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 | $102,929 | $178,174-42.2% | $156,181-34.1% | $137,256-25.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.43% | 84.19%-67.8pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,391 | $4,972-31.8% | $4,294-21.0% | $4,156-18.4% |
| Participant deferral / active EE | $5,813 | $6,888-15.6% | $6,132-5.2% | $6,407-9.3% |
| Admin fee / account holder | $70 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |