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 4-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 | $48,621 | $154,228-68.5% | $145,433-66.6% | $137,256-64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 78.37% | 74.59%+3.8pp | 66.58%+11.8pp | 220.34%-142.0pp |
| Employer contribution / active EE | $1,835 | $4,804-61.8% | $4,554-59.7% | $4,156-55.9% |
| Participant deferral / active EE | $6,614 | $8,216-19.5% | $7,897-16.3% | $6,407+3.2% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |