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 | $7,788 | $67,823-88.5% | $52,425-85.1% | $137,256-94.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 29.00% | 219.11%-190.1pp | 302.12%-273.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $943 | $1,163-18.9% | $914+3.1% | $4,156-77.3% |
| Participant deferral / active EE | $2,147 | $2,288-6.1% | $1,790+19.9% | $6,407-66.5% |
| Admin fee / account holder | $35 | $2,844-98.8% | $2,495-98.6% | $12,270-99.7% |