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 | $51,775 | $159,901-67.6% | $146,958-64.8% | $145,922-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.68% | 98.13%-85.4pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $10,284 | $5,286+94.5% | $4,933+108.5% | $4,660+120.7% |
| Participant deferral / active EE | $6,767 | $8,428-19.7% | $8,070-16.1% | $6,688+1.2% |
| Admin fee / account holder | $182 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |