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 | $132,766 | $154,228-13.9% | $145,433-8.7% | $137,256-3.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.69% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,915 | $4,804-39.3% | $4,554-36.0% | $4,156-29.9% |
| Participant deferral / active EE | $7,257 | $8,216-11.7% | $7,897-8.1% | $6,407+13.3% |
| Admin fee / account holder | $114 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |