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 | $35,835 | $88,751-59.6% | $81,812-56.2% | $145,922-75.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,890 | $3,083-6.3% | $2,912-0.8% | $4,660-38.0% |
| Participant deferral / active EE | $9,564 | $4,643+106.0% | $4,319+121.5% | $6,688+43.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |