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 | $55,580 | $159,602-65.2% | $150,045-63.0% | $142,382-61.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 20.53% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $11,627 | $4,961+134.4% | $4,693+147.7% | $4,299+170.5% |
| Participant deferral / active EE | $5,209 | $8,310-37.3% | $7,997-34.9% | $6,507-20.0% |
| Admin fee / account holder | $141 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |