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 | $8,744 | $72,071-87.9% | $68,368-87.2% | $137,256-93.6% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 25.93% | 353.14%-327.2pp | 292.57%-266.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,868 | $2,788-33.0% | $2,649-29.5% | $4,156-55.0% |
| Participant deferral / active EE | $2,089 | $4,410-52.6% | $4,123-49.3% | $6,407-67.4% |
| Admin fee / account holder | $105 | $5,336-98.0% | $5,150-98.0% | $12,270-99.1% |