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 | $3,056 | $67,823-95.5% | $52,425-94.2% | $137,256-97.8% |
| Participation rate | 95.2% | 63.9%+31.3pp | 55.6%+39.6pp | 80.0%+15.3pp |
| Annual return | 27.67% | 219.11%-191.4pp | 302.12%-274.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $821 | $1,163-29.4% | $914-10.2% | $4,156-80.2% |
| Participant deferral / active EE | $945 | $2,288-58.7% | $1,790-47.2% | $6,407-85.2% |
| Admin fee / account holder | $291 | $2,844-89.8% | $2,495-88.4% | $12,270-97.6% |