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 | $44,148 | $100,773-56.2% | $88,946-50.4% | $142,382-69.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.02% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,714 | $2,918-7.0% | $2,555+6.2% | $4,299-36.9% |
| Participant deferral / active EE | $9,081 | $5,230+73.6% | $4,581+98.2% | $6,507+39.6% |
| Admin fee / account holder | $160 | $9,693-98.3% | $8,261-98.1% | $12,624-98.7% |