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 | $29,066 | $172,111-83.1% | $150,298-80.7% | $137,256-78.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 255.65% | 69.37%+186.3pp | 62.79%+192.9pp | 220.34%+35.3pp |
| Employer contribution / active EE | $2,082 | $4,636-55.1% | $4,154-49.9% | $4,156-49.9% |
| Participant deferral / active EE | $3,515 | $6,166-43.0% | $5,453-35.5% | $6,407-45.1% |
| Admin fee / account holder | $53 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |