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 | $62,230 | $72,071-13.7% | $68,368-9.0% | $137,256-54.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 84.01% | 353.14%-269.1pp | 292.57%-208.6pp | 220.34%-136.3pp |
| Employer contribution / active EE | $1,386 | $2,788-50.3% | $2,649-47.7% | $4,156-66.6% |
| Participant deferral / active EE | $5,790 | $4,410+31.3% | $4,123+40.4% | $6,407-9.6% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |