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 4-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 | $15,335 | $72,071-78.7% | $68,368-77.6% | $137,256-88.8% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.0%+15.9pp |
| Annual return | 23.92% | 353.14%-329.2pp | 292.57%-268.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,147 | $2,788-23.0% | $2,649-18.9% | $4,156-48.3% |
| Participant deferral / active EE | $7,807 | $4,410+77.0% | $4,123+89.4% | $6,407+21.9% |
| Admin fee / account holder | $131 | $5,336-97.5% | $5,150-97.5% | $12,270-98.9% |