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 | $7,573 | $72,071-89.5% | $68,368-88.9% | $137,256-94.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 24.59% | 353.14%-328.5pp | 292.57%-268.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $674 | $2,788-75.8% | $2,649-74.5% | $4,156-83.8% |
| Participant deferral / active EE | $1,368 | $4,410-69.0% | $4,123-66.8% | $6,407-78.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |