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 | $30,944 | $172,111-82.0% | $150,298-79.4% | $137,256-77.5% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 17.75% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,462 | $4,636-68.5% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $3,536 | $6,166-42.6% | $5,453-35.1% | $6,407-44.8% |
| Admin fee / account holder | $96 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |