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 | $22,448 | $165,984-86.5% | $164,813-86.4% | $145,922-84.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.52% | 100.03%-81.5pp | 69.93%-51.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,734 | $5,273-48.2% | $4,341-37.0% | $4,660-41.3% |
| Participant deferral / active EE | $6,057 | $6,959-13.0% | $6,031+0.4% | $6,688-9.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |