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 | $53,269 | $51,604+3.2% | $129,295-58.8% | $80,874-34.1% |
| Participation rate | 79.5% | 57.0%+22.6pp | 69.6%+9.9pp | 67.6%+11.9pp |
| Annual return | 20.20% | 20.76%-0.6pp | 9429.28%-9409.1pp | 35.62%-15.4pp |
| Employer contribution / active EE | $1,419 | $1,585-10.5% | $4,157-65.9% | $2,756-48.5% |
| Participant deferral / active EE | $2,792 | $2,670+4.6% | $4,169-33.0% | $4,297-35.0% |
| Admin fee / account holder | $10 | $4,310-99.8% | $7,665-99.9% | $6,935-99.9% |