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 8-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 | $27,201 | $115,770-76.5% | $101,248-73.1% | $158,922-82.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.56% | 56.14%-32.6pp | 46.47%-22.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,311 | $4,175-44.6% | $3,660-36.8% | $4,761-51.5% |
| Participant deferral / active EE | $8,881 | $4,957+79.1% | $4,370+103.2% | $5,982+48.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |