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 | $68,284 | $74,888-8.8% | $71,209-4.1% | $142,382-52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.08% | 345.14%-321.1pp | 282.51%-258.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,412 | $2,854-15.5% | $2,721-11.3% | $4,299-43.9% |
| Participant deferral / active EE | $28,397 | $4,454+537.5% | $4,175+580.1% | $6,507+336.4% |
| Admin fee / account holder | $241 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |