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 | $7,825 | $87,166-91.0% | $76,735-89.8% | $137,256-94.3% |
| Participation rate | 72.2% | 74.4%-2.1pp | 69.5%+2.7pp | 80.0%-7.7pp |
| Annual return | 25.87% | 26.50%-0.6pp | 29.77%-3.9pp | 220.34%-194.5pp |
| Employer contribution / active EE | $746 | $2,904-74.3% | $2,454-69.6% | $4,156-82.0% |
| Participant deferral / active EE | $1,408 | $4,726-70.2% | $4,088-65.6% | $6,407-78.0% |
| Admin fee / account holder | $133 | $8,403-98.4% | $7,189-98.2% | $12,270-98.9% |