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 6-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 | $34,063 | $159,901-78.7% | $146,958-76.8% | $145,922-76.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.98% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,159 | $5,286-59.2% | $4,933-56.2% | $4,660-53.7% |
| Participant deferral / active EE | $3,854 | $8,428-54.3% | $8,070-52.2% | $6,688-42.4% |
| Admin fee / account holder | $39 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |