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 8-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 | $127,014 | $154,228-17.6% | $145,433-12.7% | $137,256-7.5% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 12.78% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,781 | $4,804-62.9% | $4,554-60.9% | $4,156-57.1% |
| Participant deferral / active EE | $8,287 | $8,216+0.9% | $7,897+4.9% | $6,407+29.3% |
| Admin fee / account holder | $150 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |