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 | $38,415 | $183,592-79.1% | $155,567-75.3% | $145,959-73.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $4,993 | $5,315-6.0% | $4,674+6.8% | $4,661+7.1% |
| Participant deferral / active EE | $10,390 | $6,464+60.7% | $5,628+84.6% | $6,689+55.3% |
| Admin fee / account holder | $284 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |