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 | $8,393 | $72,071-88.4% | $68,368-87.7% | $137,256-93.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 26.20% | 353.14%-326.9pp | 292.57%-266.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $2,809 | $2,788+0.8% | $2,649+6.0% | $4,156-32.4% |
| Participant deferral / active EE | $2,991 | $4,410-32.2% | $4,123-27.5% | $6,407-53.3% |
| Admin fee / account holder | $227 | $5,336-95.7% | $5,150-95.6% | $12,270-98.1% |