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 | $21,628 | $72,071-70.0% | $68,368-68.4% | $137,256-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.23% | 353.14%-326.9pp | 292.57%-266.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $4,471 | $2,788+60.4% | $2,649+68.8% | $4,156+7.6% |
| Participant deferral / active EE | $5,287 | $4,410+19.9% | $4,123+28.2% | $6,407-17.5% |
| Admin fee / account holder | $3 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |