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 | $67,579 | $150,187-55.0% | $120,354-43.9% | $145,922-53.7% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 19.29% | 154.07%-134.8pp | 107.15%-87.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $5,144 | $4,348+18.3% | $3,463+48.6% | $4,660+10.4% |
| Participant deferral / active EE | $9,637 | $6,173+56.1% | $4,991+93.1% | $6,688+44.1% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |