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 | $29,202 | $183,519-84.1% | $155,509-81.2% | $145,922-80.0% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 21.29% | 61.17%-39.9pp | 64.67%-43.4pp | 561.29%-540.0pp |
| Employer contribution / active EE | $4,926 | $5,313-7.3% | $4,672+5.4% | $4,660+5.7% |
| Participant deferral / active EE | $5,195 | $6,462-19.6% | $5,626-7.7% | $6,688-22.3% |
| Admin fee / account holder | $94 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |