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 6-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 | $107,314 | $154,228-30.4% | $145,433-26.2% | $137,256-21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.86% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,208 | $4,804-12.4% | $4,554-7.6% | $4,156+1.3% |
| Participant deferral / active EE | $10,698 | $8,216+30.2% | $7,897+35.5% | $6,407+67.0% |
| Admin fee / account holder | $171 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |