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 | $73,498 | $111,814-34.3% | $103,374-28.9% | $145,959-49.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 15.64% | 24.77%-9.1pp | 24.89%-9.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,692 | $4,214-36.1% | $3,869-30.4% | $4,661-42.3% |
| Participant deferral / active EE | $8,237 | $5,618+46.6% | $5,058+62.9% | $6,689+23.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |