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 6-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 | $38,414 | $68,097-43.6% | $62,929-39.0% | $137,256-72.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.37% | 1859.11%-1846.7pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $643 | $2,811-77.1% | $2,505-74.3% | $4,156-84.5% |
| Participant deferral / active EE | $2,573 | $4,553-43.5% | $3,888-33.8% | $6,407-59.8% |
| Admin fee / account holder | $117 | $6,521-98.2% | $5,065-97.7% | $12,270-99.1% |