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 5-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 | $13,342 | $172,111-92.2% | $150,298-91.1% | $137,256-90.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.74% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,066 | $4,636-55.4% | $4,154-50.3% | $4,156-50.3% |
| Participant deferral / active EE | $2,893 | $6,166-53.1% | $5,453-46.9% | $6,407-54.8% |
| Admin fee / account holder | $179 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |