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 | $10,199 | $67,823-85.0% | $52,425-80.5% | $137,256-92.6% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 25.51% | 219.11%-193.6pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,080 | $1,163+78.9% | $914+127.5% | $4,156-50.0% |
| Participant deferral / active EE | $5,219 | $2,288+128.1% | $1,790+191.5% | $6,407-18.5% |
| Admin fee / account holder | $53 | $2,844-98.1% | $2,495-97.9% | $12,270-99.6% |