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 | $56,675 | $108,919-48.0% | $100,391-43.5% | $145,922-61.2% |
| Participation rate | 94.4% | 82.9%+11.5pp | 81.5%+13.0pp | 80.3%+14.2pp |
| Annual return | 10.59% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $8,312 | $4,419+88.1% | $3,942+110.9% | $4,660+78.4% |
| Participant deferral / active EE | $6,265 | $8,445-25.8% | $8,082-22.5% | $6,688-6.3% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |