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 | $37,888 | $95,561-60.4% | $77,163-50.9% | $139,434-72.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.37% | 54.92%-31.6pp | 37.87%-14.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,620 | $3,147+15.0% | $2,535+42.8% | $4,751-23.8% |
| Participant deferral / active EE | $14,380 | $4,624+211.0% | $3,833+275.1% | $6,710+114.3% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |