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 6-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 | $32,557 | $90,397-64.0% | $76,002-57.2% | $145,959-77.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.83% | 621.97%-602.1pp | 360.07%-340.2pp | 561.95%-542.1pp |
| Employer contribution / active EE | $3,045 | $3,317-8.2% | $2,688+13.3% | $4,661-34.7% |
| Participant deferral / active EE | $3,602 | $5,163-30.2% | $4,257-15.4% | $6,689-46.2% |
| Admin fee / account holder | $164 | $8,369-98.0% | $6,414-97.4% | $13,398-98.8% |