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 8-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 | $40,338 | $81,233-50.3% | $155,567-74.1% | $80,874-50.1% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 13.44% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,115 | $3,101-64.0% | $4,674-76.1% | $2,756-59.5% |
| Participant deferral / active EE | $4,447 | $3,452+28.8% | $5,628-21.0% | $4,297+3.5% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |