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 | $20,970 | $148,534-85.9% | $135,903-84.6% | $139,434-85.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.22% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,987 | $5,243-62.1% | $4,856-59.1% | $4,751-58.2% |
| Participant deferral / active EE | $7,163 | $8,100-11.6% | $7,758-7.7% | $6,710+6.7% |
| Admin fee / account holder | $224 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |