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 5-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 | $115,488 | $209,336-44.8% | $197,124-41.4% | $137,256-15.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.33% | 48.09%-24.8pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,337 | $6,591-34.2% | $6,227-30.4% | $4,156+4.4% |
| Participant deferral / active EE | $7,643 | $9,614-20.5% | $9,135-16.3% | $6,407+19.3% |
| Admin fee / account holder | $160 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |