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 | $38,106 | $104,974-63.7% | $95,585-60.1% | $142,382-73.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.98% | 210.33%-184.4pp | 38.56%-12.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $7,878 | $2,779+183.5% | $2,527+211.8% | $4,299+83.3% |
| Participant deferral / active EE | $9,609 | $4,352+120.8% | $4,023+138.9% | $6,507+47.7% |
| Admin fee / account holder | $169 | $6,386-97.4% | $6,127-97.2% | $12,624-98.7% |