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 | $33,478 | $159,901-79.1% | $146,958-77.2% | $145,922-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,612 | $5,286-31.7% | $4,933-26.8% | $4,660-22.5% |
| Participant deferral / active EE | $9,022 | $8,428+7.0% | $8,070+11.8% | $6,688+34.9% |
| Admin fee / account holder | $136 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |