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 6-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 | $43,325 | $67,823-36.1% | $52,425-17.4% | $137,256-68.4% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 17.92% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $504 | $1,163-56.7% | $914-44.9% | $4,156-87.9% |
| Participant deferral / active EE | $10,106 | $2,288+341.7% | $1,790+464.4% | $6,407+57.7% |
| Admin fee / account holder | $162 | $2,844-94.3% | $2,495-93.5% | $12,270-98.7% |