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 | $4,663 | $72,071-93.5% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 33.88% | 353.14%-319.3pp | 292.57%-258.7pp | 220.34%-186.5pp |
| Employer contribution / active EE | $1,415 | $2,788-49.2% | $2,649-46.6% | $4,156-66.0% |
| Participant deferral / active EE | $1,613 | $4,410-63.4% | $4,123-60.9% | $6,407-74.8% |
| Admin fee / account holder | $272 | $5,336-94.9% | $5,150-94.7% | $12,270-97.8% |