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 | $20,758 | $74,888-72.3% | $71,209-70.8% | $142,382-85.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 15.37% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,028 | $2,854-28.9% | $2,721-25.5% | $4,299-52.8% |
| Participant deferral / active EE | $5,728 | $4,454+28.6% | $4,175+37.2% | $6,507-12.0% |
| Admin fee / account holder | $249 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |