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 | $3,890 | $67,823-94.3% | $52,425-92.6% | $137,256-97.2% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 29.36% | 219.11%-189.7pp | 302.12%-272.8pp | 220.34%-191.0pp |
| Employer contribution / active EE | $575 | $1,163-50.6% | $914-37.1% | $4,156-86.2% |
| Participant deferral / active EE | $846 | $2,288-63.0% | $1,790-52.7% | $6,407-86.8% |
| Admin fee / account holder | $16 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |