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 | $65,005 | $180,749-64.0% | $160,784-59.6% | $137,256-52.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 21.29% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,323 | $4,155-68.2% | $3,733-64.5% | $4,156-68.2% |
| Participant deferral / active EE | $9,609 | $6,844+40.4% | $6,293+52.7% | $6,407+50.0% |
| Admin fee / account holder | $26 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |