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 10-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 | $91,685 | $72,071+27.2% | $68,368+34.1% | $137,256-33.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.05% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,370 | $2,788+92.6% | $2,649+102.7% | $4,156+29.2% |
| Participant deferral / active EE | $2,577 | $4,410-41.6% | $4,123-37.5% | $6,407-59.8% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |