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 8-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 | $29,928 | $132,634-77.4% | $115,768-74.1% | $137,256-78.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.47% | 160.70%-139.2pp | 100.46%-79.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $996 | $3,360-70.4% | $2,940-66.1% | $4,156-76.0% |
| Participant deferral / active EE | $2,296 | $5,619-59.1% | $4,917-53.3% | $6,407-64.2% |
| Admin fee / account holder | $50 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |