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 | $208,141 | $209,336-0.6% | $197,124+5.6% | $137,256+51.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 18.43% | 48.09%-29.7pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,867 | $6,591-41.3% | $6,227-37.9% | $4,156-7.0% |
| Participant deferral / active EE | $15,439 | $9,614+60.6% | $9,135+69.0% | $6,407+141.0% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |