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 | $11,948 | $72,071-83.4% | $68,368-82.5% | $137,256-91.3% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.0%-6.0pp |
| Annual return | 46.13% | 353.14%-307.0pp | 292.57%-246.4pp | 220.34%-174.2pp |
| Employer contribution / active EE | $613 | $2,788-78.0% | $2,649-76.9% | $4,156-85.3% |
| Participant deferral / active EE | $1,903 | $4,410-56.9% | $4,123-53.8% | $6,407-70.3% |
| Admin fee / account holder | $95 | $5,336-98.2% | $5,150-98.2% | $12,270-99.2% |