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 | $64,533 | $109,982-41.3% | $97,226-33.6% | $145,922-55.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.29% | 242.90%-228.6pp | 75.13%-60.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,972 | $3,084-3.6% | $2,729+8.9% | $4,660-36.2% |
| Participant deferral / active EE | $14,325 | $4,676+206.4% | $4,264+236.0% | $6,688+114.2% |
| Admin fee / account holder | $285 | $6,221-95.4% | $5,654-95.0% | $13,397-97.9% |