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 3-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 | $18,006 | $111,535-83.9% | $105,223-82.9% | $137,256-86.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.31% | 237.85%-210.5pp | 180.65%-153.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $3,989 | $3,939+1.3% | $3,689+8.1% | $4,156-4.0% |
| Participant deferral / active EE | $4,855 | $5,500-11.7% | $5,072-4.3% | $6,407-24.2% |
| Admin fee / account holder | $159 | $9,721-98.4% | $8,859-98.2% | $12,270-98.7% |