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 | $5,510 | $97,125-94.3% | $86,233-93.6% | $137,256-96.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 19.84% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $545 | $2,841-80.8% | $2,504-78.2% | $4,156-86.9% |
| Participant deferral / active EE | $871 | $5,180-83.2% | $4,559-80.9% | $6,407-86.4% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |