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 | $44,221 | $209,336-78.9% | $197,124-77.6% | $137,256-67.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.69% | 48.09%-25.4pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,966 | $6,591-39.8% | $6,227-36.3% | $4,156-4.6% |
| Participant deferral / active EE | $10,107 | $9,614+5.1% | $9,135+10.6% | $6,407+57.8% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |