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 | $145,603 | $154,228-5.6% | $145,433+0.1% | $137,256+6.1% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,128 | $4,804-14.1% | $4,554-9.4% | $4,156-0.7% |
| Participant deferral / active EE | $12,104 | $8,216+47.3% | $7,897+53.3% | $6,407+88.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |