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 | $1,326 | $67,823-98.0% | $52,425-97.5% | $137,256-99.0% |
| Participation rate | 82.4% | 63.9%+18.4pp | 55.6%+26.7pp | 80.0%+2.4pp |
| Annual return | 36.97% | 219.11%-182.1pp | 302.12%-265.2pp | 220.34%-183.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $871 | $2,288-61.9% | $1,790-51.4% | $6,407-86.4% |
| Admin fee / account holder | $36 | $2,844-98.7% | $2,495-98.6% | $12,270-99.7% |