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 | $12,561 | $112,729-88.9% | $98,716-87.3% | $137,256-90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.01% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,454 | $2,725-46.7% | $2,279-36.2% | $4,156-65.0% |
| Participant deferral / active EE | $2,524 | $4,640-45.6% | $4,048-37.7% | $6,407-60.6% |
| Admin fee / account holder | $189 | $10,129-98.1% | $8,703-97.8% | $12,270-98.5% |