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 4-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 | $49,805 | $201,259-75.3% | $184,200-73.0% | $145,959-65.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,077 | $7,018-70.4% | $6,424-67.7% | $4,661-55.4% |
| Participant deferral / active EE | $12,386 | $9,806+26.3% | $9,132+35.6% | $6,689+85.2% |
| Admin fee / account holder | $184 | $16,372-98.9% | $13,907-98.7% | $13,398-98.6% |