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 4-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 | $28,076 | $87,166-67.8% | $76,735-63.4% | $137,256-79.5% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 16.05% | 26.50%-10.4pp | 29.77%-13.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,579 | $2,904-45.6% | $2,454-35.7% | $4,156-62.0% |
| Participant deferral / active EE | $5,315 | $4,726+12.5% | $4,088+30.0% | $6,407-17.0% |
| Admin fee / account holder | -$157 | $8,403-101.9% | $7,189-102.2% | $12,270-101.3% |