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 | $38,888 | $72,071-46.0% | $68,368-43.1% | $137,256-71.7% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 22.20% | 353.14%-330.9pp | 292.57%-270.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,282 | $2,788+17.7% | $2,649+23.9% | $4,156-21.0% |
| Participant deferral / active EE | $7,759 | $4,410+75.9% | $4,123+88.2% | $6,407+21.1% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.6% | $12,270-99.8% |