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 | $22,799 | $81,248-71.9% | $155,509-85.3% | $80,856-71.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 10.94% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,299 | $3,100+70.9% | $4,672+13.4% | $2,755+92.3% |
| Participant deferral / active EE | $2,445 | $3,452-29.2% | $5,626-56.5% | $4,296-43.1% |
| Admin fee / account holder | $285 | $7,997-96.4% | $15,912-98.2% | $6,918-95.9% |