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 | $39,071 | $175,202-77.7% | $149,673-73.9% | $139,434-72.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.01% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,468 | $5,474-36.7% | $4,818-28.0% | $4,751-27.0% |
| Participant deferral / active EE | $11,675 | $6,519+79.1% | $5,680+105.5% | $6,710+74.0% |
| Admin fee / account holder | $264 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |