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 7-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 | $63,990 | $112,096-42.9% | $95,952-33.3% | $158,922-59.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.67% | 171.09%-152.4pp | 91.61%-72.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,593 | $3,198-18.9% | $2,541+2.0% | $4,761-45.5% |
| Participant deferral / active EE | $7,082 | $4,784+48.0% | $4,167+69.9% | $5,982+18.4% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |