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 | $21,853 | $72,071-69.7% | $68,368-68.0% | $137,256-84.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.41% | 353.14%-330.7pp | 292.57%-270.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,248 | $2,788-55.2% | $2,649-52.9% | $4,156-70.0% |
| Participant deferral / active EE | $3,012 | $4,410-31.7% | $4,123-26.9% | $6,407-53.0% |
| Admin fee / account holder | $79 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |