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 4-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 | $67,832 | $159,934-57.6% | $147,005-53.9% | $145,959-53.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 30.63% | 98.24%-67.6pp | 418.76%-388.1pp | 561.95%-531.3pp |
| Employer contribution / active EE | $2,900 | $5,287-45.1% | $4,934-41.2% | $4,661-37.8% |
| Participant deferral / active EE | $5,345 | $8,427-36.6% | $8,070-33.8% | $6,689-20.1% |
| Admin fee / account holder | $17 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |