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 | $16,186 | $112,729-85.6% | $98,716-83.6% | $137,256-88.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.25% | 38.48%-22.2pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,673 | $2,725-38.6% | $2,279-26.6% | $4,156-59.8% |
| Participant deferral / active EE | $3,133 | $4,640-32.5% | $4,048-22.6% | $6,407-51.1% |
| Admin fee / account holder | $159 | $10,129-98.4% | $8,703-98.2% | $12,270-98.7% |