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 | $6,692 | $87,166-92.3% | $76,735-91.3% | $137,256-95.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 50.62% | 26.50%+24.1pp | 29.77%+20.9pp | 220.34%-169.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,601 | $4,726-23.8% | $4,088-11.9% | $6,407-43.8% |
| Admin fee / account holder | $16 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |