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 3-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 | $57,116 | $111,754-48.9% | $103,333-44.7% | $145,922-60.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.89% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $16,000 | $4,212+279.8% | $3,868+313.7% | $4,660+243.4% |
| Participant deferral / active EE | $4,277 | $5,619-23.9% | $5,057-15.4% | $6,688-36.1% |
| Admin fee / account holder | $217 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |