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 4-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 | $67,941 | $100,970-32.7% | $96,576-29.7% | $137,256-50.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.61% | 38.16%-14.6pp | 38.47%-14.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,448 | $3,809-9.5% | $3,553-3.0% | $4,156-17.0% |
| Participant deferral / active EE | $9,447 | $8,286+14.0% | $7,956+18.7% | $6,407+47.5% |
| Admin fee / account holder | $10 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |