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 | $19,217 | $111,535-82.8% | $105,223-81.7% | $137,256-86.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 20.98% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,001 | $3,939-74.6% | $3,689-72.9% | $4,156-75.9% |
| Participant deferral / active EE | $1,956 | $5,500-64.4% | $5,072-61.4% | $6,407-69.5% |
| Admin fee / account holder | $71 | $9,721-99.3% | $8,859-99.2% | $12,270-99.4% |