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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,237 | $86,922+17.6% | $102,438-0.2% | $80,874+26.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -41.94% | 18.90%-60.8pp | 29.37%-71.3pp | 35.62%-77.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,426 | $4,119+80.3% | $5,054+47.0% | $4,297+72.8% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |