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 7-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 | $54,870 | $183,592-70.1% | $155,567-64.7% | $145,959-62.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.56% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,387 | $5,315-55.1% | $4,674-48.9% | $4,661-48.8% |
| Participant deferral / active EE | $7,133 | $6,464+10.4% | $5,628+26.8% | $6,689+6.7% |
| Admin fee / account holder | $78 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |