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 | $79,621 | $214,378-62.9% | $200,582-60.3% | $142,382-44.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.74% | 46.41%-23.7pp | 42.33%-19.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,350 | $6,841-51.0% | $6,419-47.8% | $4,299-22.1% |
| Participant deferral / active EE | $9,367 | $9,865-5.0% | $9,331+0.4% | $6,507+43.9% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |