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 | $14,634 | $111,535-86.9% | $105,223-86.1% | $137,256-89.3% |
| Participation rate | 79.2% | 78.1%+1.1pp | 75.0%+4.1pp | 80.0%-0.8pp |
| Annual return | 28.12% | 237.85%-209.7pp | 180.65%-152.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,023 | $3,939-74.0% | $3,689-72.3% | $4,156-75.4% |
| Participant deferral / active EE | $2,890 | $5,500-47.4% | $5,072-43.0% | $6,407-54.9% |
| Admin fee / account holder | $9 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |