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 | $43,453 | $112,729-61.5% | $98,716-56.0% | $137,256-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.65% | 38.48%-24.8pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,312 | $2,725+94.9% | $2,279+133.1% | $4,156+27.8% |
| Participant deferral / active EE | $8,751 | $4,640+88.6% | $4,048+116.2% | $6,407+36.6% |
| Admin fee / account holder | $50 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |