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 | $31,591 | $111,535-71.7% | $105,223-70.0% | $137,256-77.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 23.03% | 237.85%-214.8pp | 180.65%-157.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,153 | $3,939-45.4% | $3,689-41.6% | $4,156-48.2% |
| Participant deferral / active EE | $6,233 | $5,500+13.3% | $5,072+22.9% | $6,407-2.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |