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 | $70,860 | $68,097+4.1% | $62,929+12.6% | $137,256-48.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.78% | 1859.11%-1838.3pp | 1063.93%-1043.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,400 | $2,811-50.2% | $2,505-44.1% | $4,156-66.3% |
| Participant deferral / active EE | $1,400 | $4,553-69.2% | $3,888-64.0% | $6,407-78.1% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |