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 | $28,507 | $100,970-71.8% | $96,576-70.5% | $137,256-79.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.37% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $6,052 | $3,809+58.9% | $3,553+70.3% | $4,156+45.6% |
| Participant deferral / active EE | $10,480 | $8,286+26.5% | $7,956+31.7% | $6,407+63.6% |
| Admin fee / account holder | $14 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |