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 6-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 | $29,289 | $70,756-58.6% | $65,493-55.3% | $142,382-79.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 25.02% | 1754.89%-1729.9pp | 982.45%-957.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,852 | $2,881-35.7% | $2,574-28.0% | $4,299-56.9% |
| Participant deferral / active EE | $3,421 | $4,637-26.2% | $3,961-13.6% | $6,507-47.4% |
| Admin fee / account holder | $25 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |