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 | $37,700 | $100,970-62.7% | $96,576-61.0% | $137,256-72.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.78% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,558 | $3,809+45.9% | $3,553+56.4% | $4,156+33.7% |
| Participant deferral / active EE | $5,575 | $8,286-32.7% | $7,956-29.9% | $6,407-13.0% |
| Admin fee / account holder | $126 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |