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 10-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 | $160,002 | $154,228+3.7% | $145,433+10.0% | $137,256+16.6% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,444 | $4,804-7.5% | $4,554-2.4% | $4,156+6.9% |
| Participant deferral / active EE | $11,993 | $8,216+46.0% | $7,897+51.9% | $6,407+87.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |