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 | $26,174 | $124,425-79.0% | $112,040-76.6% | $137,256-80.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 37.66% | 24.72%+12.9pp | 24.52%+13.1pp | 220.34%-182.7pp |
| Employer contribution / active EE | $1,415 | $3,411-58.5% | $2,954-52.1% | $4,156-65.9% |
| Participant deferral / active EE | $3,696 | $5,718-35.4% | $5,098-27.5% | $6,407-42.3% |
| Admin fee / account holder | $61 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |