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 5-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 | $25,583 | $172,111-85.1% | $150,298-83.0% | $137,256-81.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.05% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,080 | $4,636-55.1% | $4,154-49.9% | $4,156-50.0% |
| Participant deferral / active EE | $4,660 | $6,166-24.4% | $5,453-14.5% | $6,407-27.3% |
| Admin fee / account holder | $191 | $16,471-98.8% | $14,116-98.7% | $12,270-98.4% |