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 | $60,684 | $104,974-42.2% | $95,585-36.5% | $142,382-57.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.67% | 210.33%-189.7pp | 38.56%-17.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $14,654 | $2,779+427.4% | $2,527+480.0% | $4,299+240.9% |
| Participant deferral / active EE | $2,828 | $4,352-35.0% | $4,023-29.7% | $6,507-56.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |