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 | $59,431 | $68,097-12.7% | $62,929-5.6% | $137,256-56.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.50% | 1859.11%-1841.6pp | 1063.93%-1046.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,750 | $2,811+69.0% | $2,505+89.7% | $4,156+14.3% |
| Participant deferral / active EE | $4,750 | $4,553+4.3% | $3,888+22.2% | $6,407-25.9% |
| Admin fee / account holder | $107 | $6,521-98.4% | $5,065-97.9% | $12,270-99.1% |