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 | $12,444 | $88,710-86.0% | $81,783-84.8% | $145,959-91.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.19% | 1027.26%-1009.1pp | 775.05%-756.9pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,858 | $3,083-39.7% | $2,913-36.2% | $4,661-60.1% |
| Participant deferral / active EE | $3,165 | $4,645-31.9% | $4,320-26.7% | $6,689-52.7% |
| Admin fee / account holder | $44 | $8,407-99.5% | $7,380-99.4% | $13,398-99.7% |