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 8-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 | $193,325 | $99,877+93.6% | $84,966+127.5% | $145,922+32.5% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 12.82% | 83.76%-70.9pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,358 | $3,231-58.0% | $2,727-50.2% | $4,660-70.9% |
| Participant deferral / active EE | $5,889 | $5,291+11.3% | $4,519+30.3% | $6,688-11.9% |
| Admin fee / account holder | $5 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |