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 | $46,632 | $201,272-76.8% | $184,203-74.7% | $145,922-68.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.80% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,061 | $7,022-42.2% | $6,427-36.8% | $4,660-12.8% |
| Participant deferral / active EE | $14,526 | $9,806+48.1% | $9,131+59.1% | $6,688+117.2% |
| Admin fee / account holder | $104 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |