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 4-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 | $50,212 | $178,174-71.8% | $156,181-67.9% | $137,256-63.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.09% | 84.19%-61.1pp | 64.87%-41.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,618 | $4,972-27.2% | $4,294-15.8% | $4,156-13.0% |
| Participant deferral / active EE | $10,799 | $6,888+56.8% | $6,132+76.1% | $6,407+68.6% |
| Admin fee / account holder | $256 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |