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 6-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 | $24,916 | $111,535-77.7% | $105,223-76.3% | $137,256-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.10% | 237.85%-221.8pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,131 | $3,939-71.3% | $3,689-69.3% | $4,156-72.8% |
| Participant deferral / active EE | $2,739 | $5,500-50.2% | $5,072-46.0% | $6,407-57.2% |
| Admin fee / account holder | $97 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |