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 | $33,000 | $51,175-35.5% | $70,515-53.2% | $75,163-56.1% |
| Participation rate | 79.3% | 60.9%+18.4pp | 68.3%+11.0pp | 67.2%+12.1pp |
| Annual return | 76.86% | 30.02%+46.8pp | 32.77%+44.1pp | 160.62%-83.8pp |
| Employer contribution / active EE | $2,337 | $1,826+28.0% | $2,973-21.4% | $2,670-12.5% |
| Participant deferral / active EE | $5,093 | $2,849+78.7% | $4,567+11.5% | $4,125+23.5% |
| Admin fee / account holder | $240 | $4,091-94.1% | $6,412-96.3% | $5,651-95.7% |