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 9-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 | $11,261 | $72,071-84.4% | $68,368-83.5% | $137,256-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.76% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $396 | $2,788-85.8% | $2,649-85.1% | $4,156-90.5% |
| Participant deferral / active EE | $837 | $4,410-81.0% | $4,123-79.7% | $6,407-86.9% |
| Admin fee / account holder | $44 | $5,336-99.2% | $5,150-99.2% | $12,270-99.6% |