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 7-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 | $28,559 | $97,125-70.6% | $86,233-66.9% | $137,256-79.2% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.0%+13.6pp | 80.0%+2.6pp |
| Annual return | 16.76% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $723 | $2,841-74.5% | $2,504-71.1% | $4,156-82.6% |
| Participant deferral / active EE | $3,813 | $5,180-26.4% | $4,559-16.4% | $6,407-40.5% |
| Admin fee / account holder | $73 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |