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 | $16,847 | $97,125-82.7% | $86,233-80.5% | $137,256-87.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 27.14% | 74.19%-47.0pp | 61.39%-34.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,424 | $2,841-49.9% | $2,504-43.1% | $4,156-65.7% |
| Participant deferral / active EE | $3,715 | $5,180-28.3% | $4,559-18.5% | $6,407-42.0% |
| Admin fee / account holder | $53 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |