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 4-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 | $64,152 | $154,228-58.4% | $145,433-55.9% | $137,256-53.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 23.66% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $5,405 | $4,804+12.5% | $4,554+18.7% | $4,156+30.1% |
| Participant deferral / active EE | $10,702 | $8,216+30.3% | $7,897+35.5% | $6,407+67.0% |
| Admin fee / account holder | $186 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |