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 8-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 | $27,203 | $111,535-75.6% | $105,223-74.1% | $137,256-80.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 15.67% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,069 | $3,939-47.5% | $3,689-43.9% | $4,156-50.2% |
| Participant deferral / active EE | $2,390 | $5,500-56.5% | $5,072-52.9% | $6,407-62.7% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |