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 | $22,005 | $124,425-82.3% | $112,040-80.4% | $137,256-84.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.56% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,283 | $3,411-3.8% | $2,954+11.2% | $4,156-21.0% |
| Participant deferral / active EE | $3,850 | $5,718-32.7% | $5,098-24.5% | $6,407-39.9% |
| Admin fee / account holder | $226 | $15,207-98.5% | $12,098-98.1% | $12,270-98.2% |