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 | $50,162 | $172,111-70.9% | $150,298-66.6% | $137,256-63.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.34% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,176 | $4,636-53.1% | $4,154-47.6% | $4,156-47.6% |
| Participant deferral / active EE | $7,336 | $6,166+19.0% | $5,453+34.5% | $6,407+14.5% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |