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 4-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 | $51,587 | $111,724-53.8% | $93,606-44.9% | $145,922-64.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.23% | 202.98%-192.7pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,550 | $3,090+14.9% | $2,420+46.7% | $4,660-23.8% |
| Participant deferral / active EE | $10,917 | $4,912+122.3% | $4,411+147.5% | $6,688+63.2% |
| Admin fee / account holder | $275 | $10,250-97.3% | $8,285-96.7% | $13,397-97.9% |