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 6-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 | $29,029 | $74,888-61.2% | $71,209-59.2% | $142,382-79.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 57.68% | 345.14%-287.5pp | 282.51%-224.8pp | 217.08%-159.4pp |
| Employer contribution / active EE | $703 | $2,854-75.4% | $2,721-74.2% | $4,299-83.6% |
| Participant deferral / active EE | $2,429 | $4,454-45.5% | $4,175-41.8% | $6,507-62.7% |
| Admin fee / account holder | $109 | $5,568-98.0% | $5,349-98.0% | $12,624-99.1% |