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 | $120,872 | $97,125+24.4% | $86,233+40.2% | $137,256-11.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.86% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,361 | $2,841+18.3% | $2,504+34.2% | $4,156-19.1% |
| Participant deferral / active EE | $12,400 | $5,180+139.4% | $4,559+172.0% | $6,407+93.5% |
| Admin fee / account holder | $22 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |