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 | $12,714 | $112,729-88.7% | $98,716-87.1% | $137,256-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.61% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,875 | $2,725-31.2% | $2,279-17.7% | $4,156-54.9% |
| Participant deferral / active EE | $1,875 | $4,640-59.6% | $4,048-53.7% | $6,407-70.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |