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 | $21,793 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.17% | 74.59%-46.4pp | 66.58%-38.4pp | 220.34%-192.2pp |
| Employer contribution / active EE | $2,794 | $4,804-41.8% | $4,554-38.7% | $4,156-32.8% |
| Participant deferral / active EE | $6,050 | $8,216-26.4% | $7,897-23.4% | $6,407-5.6% |
| Admin fee / account holder | $35 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |