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 | $43,336 | $99,877-56.6% | $84,966-49.0% | $145,922-70.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 21.79% | 83.76%-62.0pp | 66.38%-44.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $3,723 | $3,231+15.2% | $2,727+36.5% | $4,660-20.1% |
| Participant deferral / active EE | $8,412 | $5,291+59.0% | $4,519+86.1% | $6,688+25.8% |
| Admin fee / account holder | $129 | $7,248-98.2% | $6,149-97.9% | $13,397-99.0% |