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 | $17,111 | $111,814-84.7% | $103,374-83.4% | $145,959-88.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 24.77%-9.8pp | 24.89%-9.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,724 | $4,214-59.1% | $3,869-55.5% | $4,661-63.0% |
| Participant deferral / active EE | $4,551 | $5,618-19.0% | $5,058-10.0% | $6,689-32.0% |
| Admin fee / account holder | $110 | $9,754-98.9% | $8,394-98.7% | $13,398-99.2% |