See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for 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 | $34,595 | $159,934-78.4% | $147,005-76.5% | $145,959-76.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.39% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,879 | $5,287-45.5% | $4,934-41.6% | $4,661-38.2% |
| Participant deferral / active EE | $13,352 | $8,427+58.4% | $8,070+65.5% | $6,689+99.6% |
| Admin fee / account holder | $243 | $15,053-98.4% | $13,006-98.1% | $13,398-98.2% |