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 | $38,429 | $175,202-78.1% | $149,673-74.3% | $139,434-72.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 28.82% | 166.71%-137.9pp | 134.42%-105.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $2,209 | $5,474-59.7% | $4,818-54.2% | $4,751-53.5% |
| Participant deferral / active EE | $4,673 | $6,519-28.3% | $5,680-17.7% | $6,710-30.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |