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 | $7,676 | $52,353-85.3% | $120,225-93.6% | $82,448-90.7% |
| Participation rate | 88.5% | 58.3%+30.1pp | 69.6%+18.9pp | 68.1%+20.4pp |
| Annual return | 16.22% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $948 | $1,510-37.2% | $3,475-72.7% | $2,551-62.8% |
| Participant deferral / active EE | $4,428 | $2,627+68.6% | $3,999+10.7% | $4,139+7.0% |
| Admin fee / account holder | $265 | $4,363-93.9% | $5,696-95.4% | $7,234-96.3% |