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 | $75,845 | $100,970-24.9% | $96,576-21.5% | $137,256-44.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 32.47% | 38.16%-5.7pp | 38.47%-6.0pp | 220.34%-187.9pp |
| Employer contribution / active EE | $4,430 | $3,809+16.3% | $3,553+24.7% | $4,156+6.6% |
| Participant deferral / active EE | $18,572 | $8,286+124.1% | $7,956+133.4% | $6,407+189.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |