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 | $23,898 | $111,814-78.6% | $93,654-74.5% | $145,959-83.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 20.77% | 203.30%-182.5pp | 133.34%-112.6pp | 561.95%-541.2pp |
| Employer contribution / active EE | $2,510 | $3,092-18.8% | $2,421+3.7% | $4,661-46.2% |
| Participant deferral / active EE | $10,977 | $4,914+123.4% | $4,413+148.8% | $6,689+64.1% |
| Admin fee / account holder | $105 | $10,246-99.0% | $8,282-98.7% | $13,398-99.2% |