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 10-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 | $57,041 | $107,015-46.7% | $73,545-22.4% | $147,584-61.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 4.83% | 38.25%-33.4pp | -15.16%+20.0pp | 578.55%-573.7pp |
| Employer contribution / active EE | $3,340 | $1,760+89.8% | $1,219+174.0% | $4,876-31.5% |
| Participant deferral / active EE | $6,799 | $2,462+176.2% | $1,806+276.5% | $5,439+25.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |