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 | $83,167 | $167,307-50.3% | $143,757-42.1% | $134,475-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 620.72% | 0.46%+620.3pp | -0.04%+620.8pp | 417.96%+202.8pp |
| Employer contribution / active EE | $3,870 | $5,619-31.1% | $4,951-21.8% | $4,740-18.3% |
| Participant deferral / active EE | $6,833 | $6,446+6.0% | $5,637+21.2% | $6,400+6.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |