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 | $52,889 | $214,378-75.3% | $200,582-73.6% | $142,382-62.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.13% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,617 | $6,841-61.7% | $6,419-59.2% | $4,299-39.1% |
| Participant deferral / active EE | $8,349 | $9,865-15.4% | $9,331-10.5% | $6,507+28.3% |
| Admin fee / account holder | $186 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |