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 | $159,901-78.4% | $146,958-76.5% | $145,922-76.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,879 | $5,286-45.5% | $4,933-41.6% | $4,660-38.2% |
| Participant deferral / active EE | $13,352 | $8,428+58.4% | $8,070+65.5% | $6,688+99.6% |
| Admin fee / account holder | $243 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |