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 4-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 | $31,624 | $159,602-80.2% | $150,045-78.9% | $142,382-77.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 23.37% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,882 | $4,961-21.7% | $4,693-17.3% | $4,299-9.7% |
| Participant deferral / active EE | $12,326 | $8,310+48.3% | $7,997+54.1% | $6,507+89.4% |
| Admin fee / account holder | $259 | $14,846-98.3% | $13,435-98.1% | $12,624-97.9% |