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 | $17,136 | $101,618-83.1% | $93,063-81.6% | $137,256-87.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 31.61% | 223.95%-192.3pp | 34.15%-2.5pp | 220.34%-188.7pp |
| Employer contribution / active EE | $3,213 | $2,707+18.7% | $2,476+29.8% | $4,156-22.7% |
| Participant deferral / active EE | $3,813 | $4,279-10.9% | $3,958-3.7% | $6,407-40.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |