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 | $1,547 | $29,319-94.7% | $52,425-97.0% | $82,448-98.1% |
| Participation rate | 77.4% | 46.9%+30.6pp | 55.6%+21.8pp | 68.1%+9.4pp |
| Annual return | 33.24% | 535.20%-502.0pp | 302.12%-268.9pp | 41.64%-8.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $755 | $1,171-35.6% | $1,790-57.8% | $4,139-81.8% |
| Admin fee / account holder | $67 | $1,962-96.6% | $2,495-97.3% | $7,234-99.1% |