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 | $52,631 | $97,125-45.8% | $86,233-39.0% | $137,256-61.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.59% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,824 | $2,841+69.8% | $2,504+92.6% | $4,156+16.1% |
| Participant deferral / active EE | $15,080 | $5,180+191.1% | $4,559+230.8% | $6,407+135.4% |
| Admin fee / account holder | $118 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |