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 | $139,109 | $165,584-16.0% | $142,942-2.7% | $137,256+1.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 21.88% | 164.22%-142.3pp | 113.70%-91.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $5,090 | $4,725+7.7% | $4,139+23.0% | $4,156+22.5% |
| Participant deferral / active EE | $23,344 | $8,194+184.9% | $7,128+227.5% | $6,407+264.4% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |