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 | $21,803 | $100,970-78.4% | $96,576-77.4% | $137,256-84.1% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 22.04% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,301 | $3,809-39.6% | $3,553-35.2% | $4,156-44.6% |
| Participant deferral / active EE | $4,115 | $8,286-50.3% | $7,956-48.3% | $6,407-35.8% |
| Admin fee / account holder | $266 | $11,312-97.6% | $11,381-97.7% | $12,270-97.8% |