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 | $113,425 | $101,618+11.6% | $93,063+21.9% | $137,256-17.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.83% | 223.95%-197.1pp | 34.15%-7.3pp | 220.34%-193.5pp |
| Employer contribution / active EE | $3,000 | $2,707+10.8% | $2,476+21.2% | $4,156-27.8% |
| Participant deferral / active EE | $23,500 | $4,279+449.2% | $3,958+493.7% | $6,407+266.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |