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 | $88,043 | $97,125-9.4% | $86,233+2.1% | $137,256-35.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.59% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,689 | $2,841+241.0% | $2,504+286.9% | $4,156+133.1% |
| Participant deferral / active EE | $5,277 | $5,180+1.9% | $4,559+15.8% | $6,407-17.6% |
| Admin fee / account holder | $73 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |