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 | $237,614 | $99,652+138.4% | $78,778+201.6% | $147,584+61.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.11% | 47.28%-32.2pp | 35.62%-20.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $14,272 | $2,796+410.5% | $1,986+618.8% | $4,876+192.7% |
| Participant deferral / active EE | $4,199 | $3,664+14.6% | $2,958+41.9% | $5,439-22.8% |
| Admin fee / account holder | $94 | $7,155-98.7% | $5,134-98.2% | $10,885-99.1% |