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 | $15,457 | $72,071-78.6% | $68,368-77.4% | $137,256-88.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 20.00% | 353.14%-333.1pp | 292.57%-272.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,123 | $2,788-59.7% | $2,649-57.6% | $4,156-73.0% |
| Participant deferral / active EE | $4,344 | $4,410-1.5% | $4,123+5.4% | $6,407-32.2% |
| Admin fee / account holder | $113 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |