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 3-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 | $11,782 | $109,982-89.3% | $97,226-87.9% | $145,922-91.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.57% | 242.90%-212.3pp | 75.13%-44.6pp | 561.29%-530.7pp |
| Employer contribution / active EE | $3,275 | $3,084+6.2% | $2,729+20.0% | $4,660-29.7% |
| Participant deferral / active EE | $5,008 | $4,676+7.1% | $4,264+17.4% | $6,688-25.1% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |