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 | $3,593 | $72,071-95.0% | $68,368-94.7% | $137,256-97.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 28.20% | 353.14%-324.9pp | 292.57%-264.4pp | 220.34%-192.1pp |
| Employer contribution / active EE | $503 | $2,788-82.0% | $2,649-81.0% | $4,156-87.9% |
| Participant deferral / active EE | $628 | $4,410-85.8% | $4,123-84.8% | $6,407-90.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |