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 | $31,769 | $109,904-71.1% | $97,167-67.3% | $145,959-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.87% | 243.43%-229.6pp | 75.27%-61.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $5,052 | $3,084+63.8% | $2,729+85.1% | $4,661+8.4% |
| Participant deferral / active EE | $8,585 | $4,676+83.6% | $4,264+101.4% | $6,689+28.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |