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 6-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 | $31,078 | $111,535-72.1% | $105,223-70.5% | $137,256-77.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 22.92% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,428 | $3,939-63.8% | $3,689-61.3% | $4,156-65.6% |
| Participant deferral / active EE | $2,576 | $5,500-53.2% | $5,072-49.2% | $6,407-59.8% |
| Admin fee / account holder | $211 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |