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 | $8,787 | $76,407-88.5% | $150,298-94.2% | $82,448-89.3% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 23.24% | 39.99%-16.7pp | 62.79%-39.5pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,352 | $2,614-48.3% | $4,154-67.5% | $2,551-47.0% |
| Participant deferral / active EE | $3,333 | $3,214+3.7% | $5,453-38.9% | $4,139-19.5% |
| Admin fee / account holder | $251 | $6,352-96.1% | $14,116-98.2% | $7,234-96.5% |