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 3-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 | $17,201 | $100,970-83.0% | $96,576-82.2% | $137,256-87.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 30.96% | 38.16%-7.2pp | 38.47%-7.5pp | 220.34%-189.4pp |
| Employer contribution / active EE | $3,294 | $3,809-13.5% | $3,553-7.3% | $4,156-20.7% |
| Participant deferral / active EE | $3,745 | $8,286-54.8% | $7,956-52.9% | $6,407-41.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |