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 5-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 | $10,423 | $52,353-80.1% | $120,225-91.3% | $82,448-87.4% |
| Participation rate | 90.7% | 58.3%+32.4pp | 69.6%+21.2pp | 68.1%+22.7pp |
| Annual return | 23.00% | 61.85%-38.8pp | 439.23%-416.2pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,548 | $1,510+2.5% | $3,475-55.5% | $2,551-39.3% |
| Participant deferral / active EE | $1,761 | $2,627-32.9% | $3,999-56.0% | $4,139-57.4% |
| Admin fee / account holder | $164 | $4,363-96.3% | $5,696-97.1% | $7,234-97.7% |