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 | $60,456 | $201,272-70.0% | $184,203-67.2% | $145,922-58.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.01% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,592 | $7,022-20.4% | $6,427-13.0% | $4,660+20.0% |
| Participant deferral / active EE | $16,061 | $9,806+63.8% | $9,131+75.9% | $6,688+140.2% |
| Admin fee / account holder | $220 | $16,364-98.7% | $13,901-98.4% | $13,397-98.4% |