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 | $1,868 | $67,823-97.2% | $52,425-96.4% | $137,256-98.6% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 42.88% | 219.11%-176.2pp | 302.12%-259.2pp | 220.34%-177.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,173 | $2,288-48.7% | $1,790-34.5% | $6,407-81.7% |
| Admin fee / account holder | $57 | $2,844-98.0% | $2,495-97.7% | $12,270-99.5% |