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 | $2,456 | $29,319-91.6% | $52,425-95.3% | $82,448-97.0% |
| Participation rate | 84.6% | 46.9%+37.8pp | 55.6%+29.0pp | 68.1%+16.5pp |
| Annual return | 15.00% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $736 | $1,171-37.1% | $1,790-58.9% | $4,139-82.2% |
| Admin fee / account holder | $267 | $1,962-86.4% | $2,495-89.3% | $7,234-96.3% |