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 | $13,005 | $72,071-82.0% | $68,368-81.0% | $137,256-90.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 25.21% | 353.14%-327.9pp | 292.57%-267.4pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,234 | $2,788-19.9% | $2,649-15.7% | $4,156-46.2% |
| Participant deferral / active EE | $3,670 | $4,410-16.8% | $4,123-11.0% | $6,407-42.7% |
| Admin fee / account holder | $118 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |