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 10-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 | $8,504 | $47,479-82.1% | $62,929-86.5% | $82,448-89.7% |
| Participation rate | 83.9% | 66.9%+17.0pp | 73.1%+10.8pp | 68.1%+15.8pp |
| Annual return | 12.99% | 20.34%-7.4pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,638 | $2,870-42.9% | $3,888-57.9% | $4,139-60.4% |
| Admin fee / account holder | $3 | $3,804-99.9% | $5,065-99.9% | $7,234-100.0% |