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 | $37,713 | $67,823-44.4% | $52,425-28.1% | $137,256-72.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 22.39% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,963 | $1,163+154.8% | $914+224.1% | $4,156-28.7% |
| Participant deferral / active EE | $6,035 | $2,288+163.8% | $1,790+237.1% | $6,407-5.8% |
| Admin fee / account holder | $191 | $2,844-93.3% | $2,495-92.4% | $12,270-98.4% |