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 9-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 | $138,604 | $154,228-10.1% | $145,433-4.7% | $137,256+1.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 18.65% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,061 | $4,804+26.2% | $4,554+33.1% | $4,156+45.8% |
| Participant deferral / active EE | $15,818 | $8,216+92.5% | $7,897+100.3% | $6,407+146.9% |
| Admin fee / account holder | $270 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |