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 | $49,845 | $112,729-55.8% | $98,716-49.5% | $137,256-63.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.07% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,237 | $2,725-17.9% | $2,279-1.8% | $4,156-46.2% |
| Participant deferral / active EE | $2,237 | $4,640-51.8% | $4,048-44.7% | $6,407-65.1% |
| Admin fee / account holder | $195 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |