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 | $14,057 | $101,618-86.2% | $93,063-84.9% | $137,256-89.8% |
| Participation rate | 78.6% | 74.9%+3.6pp | 72.1%+6.5pp | 80.0%-1.4pp |
| Annual return | 25.09% | 223.95%-198.9pp | 34.15%-9.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,580 | $2,707-41.7% | $2,476-36.2% | $4,156-62.0% |
| Participant deferral / active EE | $2,468 | $4,279-42.3% | $3,958-37.7% | $6,407-61.5% |
| Admin fee / account holder | $76 | $6,198-98.8% | $6,033-98.7% | $12,270-99.4% |