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 | $45,392 | $159,602-71.6% | $150,045-69.7% | $142,382-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 62.65% | 70.24%-7.6pp | 62.55%+0.1pp | 217.08%-154.4pp |
| Employer contribution / active EE | $9,000 | $4,961+81.4% | $4,693+91.8% | $4,299+109.3% |
| Participant deferral / active EE | $15,700 | $8,310+88.9% | $7,997+96.3% | $6,507+141.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |