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 8-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 | $106,168 | $183,592-42.2% | $155,567-31.8% | $145,959-27.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $10,069 | $5,315+89.5% | $4,674+115.4% | $4,661+116.0% |
| Participant deferral / active EE | $7,305 | $6,464+13.0% | $5,628+29.8% | $6,689+9.2% |
| Admin fee / account holder | $13 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |