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 7-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 | $16,533 | $97,125-83.0% | $86,233-80.8% | $137,256-88.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.52% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $717 | $2,841-74.8% | $2,504-71.4% | $4,156-82.8% |
| Participant deferral / active EE | $2,150 | $5,180-58.5% | $4,559-52.8% | $6,407-66.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |