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 8-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 | $16,945 | $76,407-77.8% | $150,298-88.7% | $82,448-79.4% |
| Participation rate | 79.3% | 66.4%+12.9pp | 77.8%+1.6pp | 68.1%+11.2pp |
| Annual return | 18.87% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $900 | $2,614-65.6% | $4,154-78.3% | $2,551-64.7% |
| Participant deferral / active EE | $2,514 | $3,214-21.8% | $5,453-53.9% | $4,139-39.3% |
| Admin fee / account holder | $90 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |