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 | $42,082 | $111,535-62.3% | $105,223-60.0% | $137,256-69.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 26.47% | 237.85%-211.4pp | 180.65%-154.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $5,829 | $3,939+48.0% | $3,689+58.0% | $4,156+40.2% |
| Participant deferral / active EE | $10,993 | $5,500+99.9% | $5,072+116.8% | $6,407+71.6% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |