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 | $70,658 | $72,071-2.0% | $68,368+3.4% | $137,256-48.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.66% | 353.14%-328.5pp | 292.57%-267.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $9,805 | $2,788+251.7% | $2,649+270.2% | $4,156+135.9% |
| Participant deferral / active EE | $10,674 | $4,410+142.0% | $4,123+158.9% | $6,407+66.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |