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 | $58,544 | $159,901-63.4% | $146,958-60.2% | $145,922-59.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 22.60% | 98.13%-75.5pp | 418.34%-395.7pp | 561.29%-538.7pp |
| Employer contribution / active EE | $3,582 | $5,286-32.2% | $4,933-27.4% | $4,660-23.1% |
| Participant deferral / active EE | $12,328 | $8,428+46.3% | $8,070+52.8% | $6,688+84.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |