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 | $19,857 | $111,754-82.2% | $103,333-80.8% | $145,922-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.31% | 24.77%+4.5pp | 24.88%+4.4pp | 561.29%-532.0pp |
| Employer contribution / active EE | $12,200 | $4,212+189.6% | $3,868+215.4% | $4,660+161.8% |
| Participant deferral / active EE | $7,301 | $5,619+29.9% | $5,057+44.4% | $6,688+9.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |