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 3-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 | $22,469 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 32.22% | 70.24%-38.0pp | 62.55%-30.3pp | 217.08%-184.9pp |
| Employer contribution / active EE | $1,924 | $4,961-61.2% | $4,693-59.0% | $4,299-55.3% |
| Participant deferral / active EE | $5,862 | $8,310-29.5% | $7,997-26.7% | $6,507-9.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |