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 | $81,056 | $209,336-61.3% | $197,124-58.9% | $137,256-40.9% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 26.17% | 48.09%-21.9pp | 44.34%-18.2pp | 220.34%-194.2pp |
| Employer contribution / active EE | $4,747 | $6,591-28.0% | $6,227-23.8% | $4,156+14.2% |
| Participant deferral / active EE | $12,643 | $9,614+31.5% | $9,135+38.4% | $6,407+97.3% |
| Admin fee / account holder | $58 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |