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 | $30,605 | $111,724-72.6% | $93,606-67.3% | $145,922-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.95% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,210 | $3,090+3.9% | $2,420+32.7% | $4,660-31.1% |
| Participant deferral / active EE | $4,748 | $4,912-3.3% | $4,411+7.6% | $6,688-29.0% |
| Admin fee / account holder | $251 | $10,250-97.5% | $8,285-97.0% | $13,397-98.1% |