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 | $55,812 | $148,534-62.4% | $135,903-58.9% | $139,434-60.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 39.15% | 79.19%-40.0pp | 68.23%-29.1pp | 372.94%-333.8pp |
| Employer contribution / active EE | $6,851 | $5,243+30.7% | $4,856+41.1% | $4,751+44.2% |
| Participant deferral / active EE | $14,509 | $8,100+79.1% | $7,758+87.0% | $6,710+116.2% |
| Admin fee / account holder | $175 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |