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 | $10,349 | $101,618-89.8% | $93,063-88.9% | $137,256-92.5% |
| Participation rate | 86.7% | 74.9%+11.7pp | 72.1%+14.6pp | 80.0%+6.7pp |
| Annual return | 24.19% | 223.95%-199.8pp | 34.15%-10.0pp | 220.34%-196.2pp |
| Employer contribution / active EE | $968 | $2,707-64.3% | $2,476-60.9% | $4,156-76.7% |
| Participant deferral / active EE | $1,545 | $4,279-63.9% | $3,958-61.0% | $6,407-75.9% |
| Admin fee / account holder | $1 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |