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 | $36,122 | $178,174-79.7% | $156,181-76.9% | $137,256-73.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.64% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,419 | $4,972-51.3% | $4,294-43.7% | $4,156-41.8% |
| Participant deferral / active EE | $8,111 | $6,888+17.8% | $6,132+32.3% | $6,407+26.6% |
| Admin fee / account holder | $12 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |