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 7-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 | $190,459 | $154,228+23.5% | $145,433+31.0% | $137,256+38.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $12,526 | $4,804+160.7% | $4,554+175.0% | $4,156+201.4% |
| Participant deferral / active EE | $5,745 | $8,216-30.1% | $7,897-27.2% | $6,407-10.3% |
| Admin fee / account holder | $136 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |