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 | $84,088 | $52,353+60.6% | $120,225-30.1% | $82,448+2.0% |
| Participation rate | 74.1% | 58.3%+15.8pp | 69.6%+4.5pp | 68.1%+6.0pp |
| Annual return | 15.62% | 61.85%-46.2pp | 439.23%-423.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,674 | $2,627+192.1% | $3,999+91.9% | $4,139+85.4% |
| Admin fee / account holder | $168 | $4,363-96.2% | $5,696-97.1% | $7,234-97.7% |