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 | $70,484 | $72,071-2.2% | $68,368+3.1% | $137,256-48.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.73% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $966 | $2,788-65.3% | $2,649-63.5% | $4,156-76.8% |
| Participant deferral / active EE | $10,011 | $4,410+127.0% | $4,123+142.8% | $6,407+56.3% |
| Admin fee / account holder | $1 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |