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 | $25,044 | $154,228-83.8% | $145,433-82.8% | $137,256-81.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.60% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,629 | $4,804-24.5% | $4,554-20.3% | $4,156-12.7% |
| Participant deferral / active EE | $6,934 | $8,216-15.6% | $7,897-12.2% | $6,407+8.2% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |