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 | $37,149 | $112,729-67.0% | $98,716-62.4% | $137,256-72.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 33.91% | 38.48%-4.6pp | 31.81%+2.1pp | 220.34%-186.4pp |
| Employer contribution / active EE | $2,214 | $2,725-18.8% | $2,279-2.8% | $4,156-46.7% |
| Participant deferral / active EE | $16,176 | $4,640+248.6% | $4,048+299.6% | $6,407+152.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |