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 7-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 | $16,629 | $60,022-72.3% | $88,946-81.3% | $84,808-80.4% |
| Participation rate | 97.1% | 57.8%+39.3pp | 68.8%+28.3pp | 68.3%+28.8pp |
| Annual return | 49.66% | 22.43%+27.2pp | 57.82%-8.2pp | 40.90%+8.8pp |
| Employer contribution / active EE | $2,437 | $1,703+43.1% | $2,555-4.6% | $2,631-7.4% |
| Participant deferral / active EE | $3,011 | $3,114-3.3% | $4,581-34.3% | $4,212-28.5% |
| Admin fee / account holder | $99 | $4,811-97.9% | $8,261-98.8% | $7,344-98.7% |