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 6-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 | $29,444 | $112,729-73.9% | $98,716-70.2% | $137,256-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.77% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,426 | $2,725-47.7% | $2,279-37.4% | $4,156-65.7% |
| Participant deferral / active EE | $2,139 | $4,640-53.9% | $4,048-47.1% | $6,407-66.6% |
| Admin fee / account holder | $62 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |