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 | $61,941 | $88,751-30.2% | $81,812-24.3% | $145,922-57.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.56% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,018 | $3,083-2.1% | $2,912+3.6% | $4,660-35.2% |
| Participant deferral / active EE | $9,380 | $4,643+102.0% | $4,319+117.2% | $6,688+40.3% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |