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 8-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 | $78,215 | $209,336-62.6% | $197,124-60.3% | $137,256-43.0% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 18.59% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,176 | $6,591-21.5% | $6,227-16.9% | $4,156+24.5% |
| Participant deferral / active EE | $5,855 | $9,614-39.1% | $9,135-35.9% | $6,407-8.6% |
| Admin fee / account holder | $296 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |