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 | $17,136 | $172,111-90.0% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.71% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,547 | $4,636-66.6% | $4,154-62.8% | $4,156-62.8% |
| Participant deferral / active EE | $1,925 | $6,166-68.8% | $5,453-64.7% | $6,407-70.0% |
| Admin fee / account holder | $44 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |