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 | $50,139 | $202,432-75.2% | $169,368-70.4% | $139,434-64.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.88% | 531.74%-503.9pp | 405.60%-377.7pp | 372.94%-345.1pp |
| Employer contribution / active EE | $3,582 | $4,692-23.7% | $4,013-10.7% | $4,751-24.6% |
| Participant deferral / active EE | $14,277 | $6,938+105.8% | $6,221+129.5% | $6,710+112.8% |
| Admin fee / account holder | $158 | $10,708-98.5% | $9,003-98.2% | $11,403-98.6% |