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 10-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 | $69,152 | $124,425-44.4% | $112,040-38.3% | $137,256-49.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.51% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,220 | $3,411-64.2% | $2,954-58.7% | $4,156-70.6% |
| Participant deferral / active EE | $3,296 | $5,718-42.4% | $5,098-35.4% | $6,407-48.6% |
| Admin fee / account holder | $1 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |