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 | $23,322 | $72,071-67.6% | $68,368-65.9% | $137,256-83.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 27.61% | 353.14%-325.5pp | 292.57%-265.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $2,929 | $2,788+5.0% | $2,649+10.6% | $4,156-29.5% |
| Participant deferral / active EE | $5,430 | $4,410+23.1% | $4,123+31.7% | $6,407-15.2% |
| Admin fee / account holder | $127 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |