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 3-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 | $53,955 | $126,574-57.4% | $106,213-49.2% | $145,922-63.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 391.64% | 224.79%+166.9pp | 116.14%+275.5pp | 561.29%-169.6pp |
| Employer contribution / active EE | $2,102 | $3,730-43.7% | $3,171-33.7% | $4,660-54.9% |
| Participant deferral / active EE | $6,956 | $5,724+21.5% | $5,016+38.7% | $6,688+4.0% |
| Admin fee / account holder | $285 | $17,304-98.4% | $11,033-97.4% | $13,397-97.9% |