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 | $10,900 | $72,071-84.9% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 22.30% | 353.14%-330.8pp | 292.57%-270.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $772 | $2,788-72.3% | $2,649-70.9% | $4,156-81.4% |
| Participant deferral / active EE | $2,854 | $4,410-35.3% | $4,123-30.8% | $6,407-55.4% |
| Admin fee / account holder | $292 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |