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 | $149,681 | $209,336-28.5% | $197,124-24.1% | $137,256+9.1% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 13.74% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,323 | $6,591-64.7% | $6,227-62.7% | $4,156-44.1% |
| Participant deferral / active EE | $3,981 | $9,614-58.6% | $9,135-56.4% | $6,407-37.9% |
| Admin fee / account holder | $6 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |