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 | $39,472 | $172,111-77.1% | $150,298-73.7% | $137,256-71.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 25.33% | 69.37%-44.0pp | 62.79%-37.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,716 | $4,636-19.8% | $4,154-10.5% | $4,156-10.6% |
| Participant deferral / active EE | $5,008 | $6,166-18.8% | $5,453-8.2% | $6,407-21.8% |
| Admin fee / account holder | $205 | $16,471-98.8% | $14,116-98.6% | $12,270-98.3% |