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 | $29,256 | $172,111-83.0% | $150,298-80.5% | $137,256-78.7% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 17.02% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,959 | $4,636-36.2% | $4,154-28.8% | $4,156-28.8% |
| Participant deferral / active EE | $4,016 | $6,166-34.9% | $5,453-26.4% | $6,407-37.3% |
| Admin fee / account holder | $242 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |