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 7-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 | $47,595 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,263 | $4,804-73.7% | $4,554-72.3% | $4,156-69.6% |
| Participant deferral / active EE | $4,195 | $8,216-48.9% | $7,897-46.9% | $6,407-34.5% |
| Admin fee / account holder | $179 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |