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 | $77,491 | $209,336-63.0% | $197,124-60.7% | $137,256-43.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.65% | 48.09%-26.4pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,956 | $6,591-40.0% | $6,227-36.5% | $4,156-4.8% |
| Participant deferral / active EE | $6,363 | $9,614-33.8% | $9,135-30.3% | $6,407-0.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |