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 | $16,155 | $68,097-76.3% | $62,929-74.3% | $137,256-88.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.88% | 1859.11%-1835.2pp | 1063.93%-1040.1pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,012 | $2,811-64.0% | $2,505-59.6% | $4,156-75.6% |
| Participant deferral / active EE | $3,744 | $4,553-17.8% | $3,888-3.7% | $6,407-41.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |