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 | $20,307 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.35% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,253 | $4,804-53.1% | $4,554-50.5% | $4,156-45.8% |
| Participant deferral / active EE | $3,799 | $8,216-53.8% | $7,897-51.9% | $6,407-40.7% |
| Admin fee / account holder | $187 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |