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 5-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 | $58,705 | $96,635-39.3% | $86,612-32.2% | $139,434-57.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.58% | 106.41%-80.8pp | 591.07%-565.5pp | 372.94%-347.4pp |
| Employer contribution / active EE | $4,563 | $3,263+39.8% | $3,022+51.0% | $4,751-4.0% |
| Participant deferral / active EE | $12,974 | $4,836+168.3% | $4,438+192.4% | $6,710+93.3% |
| Admin fee / account holder | $187 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |