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 7-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 | $180,848 | $209,336-13.6% | $197,124-8.3% | $137,256+31.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.29% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,393 | $6,591+12.2% | $6,227+18.7% | $4,156+77.9% |
| Participant deferral / active EE | $16,464 | $9,614+71.3% | $9,135+80.2% | $6,407+157.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |