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 | $47,756 | $158,398-69.9% | $126,539-62.3% | $142,382-66.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.35% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,869 | $4,650-38.3% | $3,674-21.9% | $4,299-33.3% |
| Participant deferral / active EE | $11,881 | $4,767+149.2% | $4,083+191.0% | $6,507+82.6% |
| Admin fee / account holder | $4 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |