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 3-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 | $1,538 | $67,823-97.7% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 86.4% | 63.9%+22.5pp | 55.6%+30.7pp | 80.0%+6.4pp |
| Annual return | 24.72% | 219.11%-194.4pp | 302.12%-277.4pp | 220.34%-195.6pp |
| Employer contribution / active EE | $167 | $1,163-85.6% | $914-81.7% | $4,156-96.0% |
| Participant deferral / active EE | $293 | $2,288-87.2% | $1,790-83.6% | $6,407-95.4% |
| Admin fee / account holder | $41 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |