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 | $70,249 | $127,065-44.7% | $113,168-37.9% | $142,382-50.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 21.43% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,507 | $3,442-27.2% | $2,975-15.7% | $4,299-41.7% |
| Participant deferral / active EE | $3,441 | $5,716-39.8% | $5,107-32.6% | $6,507-47.1% |
| Admin fee / account holder | $240 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |