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 5-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 | $91,130 | $100,970-9.7% | $96,576-5.6% | $137,256-33.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.49% | 38.16%-16.7pp | 38.47%-17.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $400 | $3,809-89.5% | $3,553-88.7% | $4,156-90.4% |
| Participant deferral / active EE | $2,851 | $8,286-65.6% | $7,956-64.2% | $6,407-55.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |