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 | $54,654 | $183,592-70.2% | $155,567-64.9% | $145,959-62.6% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 17.66% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,897 | $5,315-45.5% | $4,674-38.0% | $4,661-37.8% |
| Participant deferral / active EE | $4,104 | $6,464-36.5% | $5,628-27.1% | $6,689-38.6% |
| Admin fee / account holder | $236 | $19,318-98.8% | $15,916-98.5% | $13,398-98.2% |