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 | $17,183 | $114,381-85.0% | $107,525-84.0% | $142,382-87.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 17.22% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,012 | $4,015-49.9% | $3,754-46.4% | $4,299-53.2% |
| Participant deferral / active EE | $2,272 | $5,564-59.2% | $5,116-55.6% | $6,507-65.1% |
| Admin fee / account holder | $155 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |