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 | $35,957 | $148,534-75.8% | $135,903-73.5% | $139,434-74.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.38% | 79.19%-52.8pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,128 | $5,243-59.4% | $4,856-56.2% | $4,751-55.2% |
| Participant deferral / active EE | $12,597 | $8,100+55.5% | $7,758+62.4% | $6,710+87.7% |
| Admin fee / account holder | $261 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |