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 | $21,031 | $117,859-82.2% | $102,438-79.5% | $145,959-85.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.02% | 31.72%-12.7pp | 29.37%-10.4pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,763 | $3,615-51.2% | $3,024-41.7% | $4,661-62.2% |
| Participant deferral / active EE | $10,672 | $5,732+86.2% | $5,054+111.2% | $6,689+59.5% |
| Admin fee / account holder | $68 | $13,318-99.5% | $9,448-99.3% | $13,398-99.5% |