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 | $31,452 | $90,348-65.2% | $75,972-58.6% | $145,922-78.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 42.88% | 620.88%-578.0pp | 359.55%-316.7pp | 561.29%-518.4pp |
| Employer contribution / active EE | $3,038 | $3,311-8.2% | $2,685+13.2% | $4,660-34.8% |
| Participant deferral / active EE | $10,131 | $5,162+96.3% | $4,255+138.1% | $6,688+51.5% |
| Admin fee / account holder | $94 | $8,467-98.9% | $6,467-98.5% | $13,397-99.3% |