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 | $56,951 | $72,071-21.0% | $68,368-16.7% | $137,256-58.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 16.31% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,784 | $2,788-36.0% | $2,649-32.7% | $4,156-57.1% |
| Participant deferral / active EE | $8,366 | $4,410+89.7% | $4,123+102.9% | $6,407+30.6% |
| Admin fee / account holder | $39 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |