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 | $85,562 | $209,336-59.1% | $197,124-56.6% | $137,256-37.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.09% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,533 | $6,591-16.0% | $6,227-11.1% | $4,156+33.1% |
| Participant deferral / active EE | $10,904 | $9,614+13.4% | $9,135+19.4% | $6,407+70.2% |
| Admin fee / account holder | $280 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |