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 4-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 | $27,726 | $87,166-68.2% | $76,735-63.9% | $137,256-79.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.00% | 26.50%-4.5pp | 29.77%-7.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,165 | $2,904-59.9% | $2,454-52.5% | $4,156-72.0% |
| Participant deferral / active EE | $2,011 | $4,726-57.4% | $4,088-50.8% | $6,407-68.6% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |