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 | $236,065 | $154,228+53.1% | $145,433+62.3% | $137,256+72.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.34% | 74.59%-61.3pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,566 | $4,804+36.7% | $4,554+44.2% | $4,156+58.0% |
| Participant deferral / active EE | $10,870 | $8,216+32.3% | $7,897+37.6% | $6,407+69.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |