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 5-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 | $28,734 | $167,307-82.8% | $143,757-80.0% | $134,475-78.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 354.39% | 0.46%+353.9pp | -0.04%+354.4pp | 417.96%-63.6pp |
| Employer contribution / active EE | $1,667 | $5,619-70.3% | $4,951-66.3% | $4,740-64.8% |
| Participant deferral / active EE | $4,831 | $6,446-25.0% | $5,637-14.3% | $6,400-24.5% |
| Admin fee / account holder | $68 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |