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 | $25,225 | $112,729-77.6% | $98,716-74.4% | $137,256-81.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 24.46% | 38.48%-14.0pp | 31.81%-7.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,935 | $2,725-29.0% | $2,279-15.1% | $4,156-53.4% |
| Participant deferral / active EE | $8,930 | $4,640+92.4% | $4,048+120.6% | $6,407+39.4% |
| Admin fee / account holder | $154 | $10,129-98.5% | $8,703-98.2% | $12,270-98.7% |