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 | $16,726 | $97,125-82.8% | $86,233-80.6% | $137,256-87.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 16.71% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $491 | $2,841-82.7% | $2,504-80.4% | $4,156-88.2% |
| Participant deferral / active EE | $1,054 | $5,180-79.6% | $4,559-76.9% | $6,407-83.5% |
| Admin fee / account holder | $280 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |