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 | $31,615 | $115,770-72.7% | $101,248-68.8% | $158,922-80.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.16% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,516 | $4,175-39.7% | $3,660-31.2% | $4,761-47.2% |
| Participant deferral / active EE | $14,983 | $4,957+202.2% | $4,370+242.8% | $5,982+150.5% |
| Admin fee / account holder | $117 | $7,245-98.4% | $5,945-98.0% | $11,246-99.0% |