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 | $28,323 | $154,228-81.6% | $145,433-80.5% | $137,256-79.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.87% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,877 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $4,662 | $8,216-43.3% | $7,897-41.0% | $6,407-27.2% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |