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 9-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 | $53,969 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.79% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,360 | $4,804-71.7% | $4,554-70.2% | $4,156-67.3% |
| Participant deferral / active EE | $3,543 | $8,216-56.9% | $7,897-55.1% | $6,407-44.7% |
| Admin fee / account holder | $203 | $14,344-98.6% | $13,129-98.5% | $12,270-98.3% |