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 | $53,925 | $111,535-51.7% | $105,223-48.8% | $137,256-60.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.64% | 237.85%-212.2pp | 180.65%-155.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,899 | $3,939-51.8% | $3,689-48.5% | $4,156-54.3% |
| Participant deferral / active EE | $12,617 | $5,500+129.4% | $5,072+148.8% | $6,407+96.9% |
| Admin fee / account holder | $89 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |