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 | $8,185 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.0%+7.0pp |
| Annual return | 29.09% | 353.14%-324.0pp | 292.57%-263.5pp | 220.34%-191.2pp |
| Employer contribution / active EE | $716 | $2,788-74.3% | $2,649-73.0% | $4,156-82.8% |
| Participant deferral / active EE | $2,557 | $4,410-42.0% | $4,123-38.0% | $6,407-60.1% |
| Admin fee / account holder | $218 | $5,336-95.9% | $5,150-95.8% | $12,270-98.2% |