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 | $51,017 | $90,397-43.6% | $76,002-32.9% | $145,959-65.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 10.56% | 621.97%-611.4pp | 360.07%-349.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,451 | $3,317-56.3% | $2,688-46.0% | $4,661-68.9% |
| Participant deferral / active EE | $3,222 | $5,163-37.6% | $4,257-24.3% | $6,689-51.8% |
| Admin fee / account holder | $212 | $8,369-97.5% | $6,414-96.7% | $13,398-98.4% |