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 | $38,041 | $179,726-78.8% | $156,263-75.7% | $142,382-73.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 31.52% | 77.86%-46.3pp | 59.47%-28.0pp | 217.08%-185.6pp |
| Employer contribution / active EE | $10,657 | $5,069+110.2% | $4,333+145.9% | $4,299+147.9% |
| Participant deferral / active EE | $11,467 | $6,956+64.9% | $6,158+86.2% | $6,507+76.2% |
| Admin fee / account holder | $137 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |