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 10-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 | $233,224 | $111,535+109.1% | $105,223+121.6% | $137,256+69.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 13.91% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,824 | $3,939-53.7% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $3,484 | $5,500-36.7% | $5,072-31.3% | $6,407-45.6% |
| Admin fee / account holder | $193 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |