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 | $42,410 | $183,592-76.9% | $155,567-72.7% | $145,959-70.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.77% | 61.24%-36.5pp | 64.74%-40.0pp | 561.95%-537.2pp |
| Employer contribution / active EE | $2,586 | $5,315-51.4% | $4,674-44.7% | $4,661-44.5% |
| Participant deferral / active EE | $12,382 | $6,464+91.5% | $5,628+120.0% | $6,689+85.1% |
| Admin fee / account holder | $139 | $19,318-99.3% | $15,916-99.1% | $13,398-99.0% |