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 | $15,753 | $112,729-86.0% | $98,716-84.0% | $137,256-88.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 19.25% | 38.48%-19.2pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,012 | $2,725-62.9% | $2,279-55.6% | $4,156-75.7% |
| Participant deferral / active EE | $1,845 | $4,640-60.2% | $4,048-54.4% | $6,407-71.2% |
| Admin fee / account holder | $265 | $10,129-97.4% | $8,703-97.0% | $12,270-97.8% |