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 | $41,836 | $97,125-56.9% | $86,233-51.5% | $137,256-69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.69% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $4,376 | $2,841+54.0% | $2,504+74.7% | $4,156+5.3% |
| Participant deferral / active EE | $4,376 | $5,180-15.5% | $4,559-4.0% | $6,407-31.7% |
| Admin fee / account holder | $136 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |