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.
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 | $140,469 | $111,535+25.9% | $105,223+33.5% | $137,256+2.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.89% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,212 | $3,939-43.8% | $3,689-40.0% | $4,156-46.8% |
| Participant deferral / active EE | $13,365 | $5,500+143.0% | $5,072+163.5% | $6,407+108.6% |
| Admin fee / account holder | $133 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |