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 5-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 | $78,703 | $154,228-49.0% | $145,433-45.9% | $137,256-42.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.11% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,705 | $4,804-2.1% | $4,554+3.3% | $4,156+13.2% |
| Participant deferral / active EE | $11,783 | $8,216+43.4% | $7,897+49.2% | $6,407+83.9% |
| Admin fee / account holder | $292 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |