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 | $18,161 | $102,245-82.2% | $89,340-79.7% | $137,256-86.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 25.44% | 21.89%+3.6pp | 20.57%+4.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,907 | $2,529-24.6% | $2,231-14.5% | $4,156-54.1% |
| Participant deferral / active EE | $5,973 | $4,436+34.6% | $3,823+56.2% | $6,407-6.8% |
| Admin fee / account holder | $51 | $8,085-99.4% | $6,704-99.2% | $12,270-99.6% |