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 4-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 | $12,814 | $111,535-88.5% | $105,223-87.8% | $137,256-90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 28.39% | 237.85%-209.5pp | 180.65%-152.3pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,335 | $3,939-40.7% | $3,689-36.7% | $4,156-43.8% |
| Participant deferral / active EE | $3,027 | $5,500-45.0% | $5,072-40.3% | $6,407-52.8% |
| Admin fee / account holder | $197 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |