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 3-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 | $65,742 | $149,040-55.9% | $120,225-45.3% | $137,256-52.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.60% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,555 | $4,350-41.3% | $3,475-26.5% | $4,156-38.5% |
| Participant deferral / active EE | $3,339 | $4,655-28.3% | $3,999-16.5% | $6,407-47.9% |
| Admin fee / account holder | $250 | $6,348-96.1% | $5,696-95.6% | $12,270-98.0% |