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 | $93,783 | $179,726-47.8% | $156,263-40.0% | $142,382-34.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 1004.41% | 77.86%+926.6pp | 59.47%+944.9pp | 217.08%+787.3pp |
| Employer contribution / active EE | $3,557 | $5,069-29.8% | $4,333-17.9% | $4,299-17.3% |
| Participant deferral / active EE | $3,800 | $6,956-45.4% | $6,158-38.3% | $6,507-41.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |