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 | $147,677 | $159,602-7.5% | $150,045-1.6% | $142,382+3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,450 | $4,961-30.5% | $4,693-26.5% | $4,299-19.8% |
| Participant deferral / active EE | $31,050 | $8,310+273.6% | $7,997+288.3% | $6,507+377.2% |
| Admin fee / account holder | $160 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |