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 9-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 | $71,459 | $106,749-33.1% | $145,433-50.9% | $82,448-13.3% |
| Participation rate | 78.9% | 75.6%+3.3pp | 82.1%-3.2pp | 68.1%+10.9pp |
| Annual return | 23.64% | 27.59%-4.0pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,928 | $3,444-44.0% | $4,554-57.7% | $2,551-24.4% |
| Participant deferral / active EE | $3,884 | $6,519-40.4% | $7,897-50.8% | $4,139-6.2% |
| Admin fee / account holder | $215 | $8,390-97.4% | $13,129-98.4% | $7,234-97.0% |