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 | $118,498 | $111,535+6.2% | $105,223+12.6% | $137,256-13.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 12.33% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,553 | $3,939-60.6% | $3,689-57.9% | $4,156-62.6% |
| Participant deferral / active EE | $3,695 | $5,500-32.8% | $5,072-27.2% | $6,407-42.3% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |