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 7-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 | $47,228 | $111,814-57.8% | $103,374-54.3% | $145,959-67.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $3,000 | $4,214-28.8% | $3,869-22.5% | $4,661-35.6% |
| Participant deferral / active EE | $5,256 | $5,618-6.4% | $5,058+3.9% | $6,689-21.4% |
| Admin fee / account holder | $258 | $9,754-97.4% | $8,394-96.9% | $13,398-98.1% |