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 10-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 | $22,068 | $180,749-87.8% | $160,784-86.3% | $137,256-83.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 16.85% | 2234.46%-2217.6pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,044 | $4,155-74.9% | $3,733-72.0% | $4,156-74.9% |
| Participant deferral / active EE | $4,482 | $6,844-34.5% | $6,293-28.8% | $6,407-30.0% |
| Admin fee / account holder | $76 | $10,397-99.3% | $9,717-99.2% | $12,270-99.4% |