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 | $8,936 | $57,590-84.5% | $86,233-89.6% | $82,448-89.2% |
| Participation rate | 91.4% | 57.9%+33.6pp | 69.0%+22.4pp | 68.1%+23.4pp |
| Annual return | 28.76% | 22.41%+6.3pp | 61.39%-32.6pp | 41.64%-12.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,596 | $3,080+16.8% | $4,559-21.1% | $4,139-13.1% |
| Admin fee / account holder | $107 | $4,730-97.7% | $8,342-98.7% | $7,234-98.5% |