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 | $6,557 | $67,823-90.3% | $52,425-87.5% | $137,256-95.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 20.32% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,175 | $2,288-48.6% | $1,790-34.4% | $6,407-81.7% |
| Admin fee / account holder | $137 | $2,844-95.2% | $2,495-94.5% | $12,270-98.9% |