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 3-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 | $24,060 | $172,111-86.0% | $150,298-84.0% | $137,256-82.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.26% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,296 | $4,636-72.0% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $4,288 | $6,166-30.5% | $5,453-21.4% | $6,407-33.1% |
| Admin fee / account holder | $85 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |