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 | $40,576 | $159,901-74.6% | $146,958-72.4% | $145,922-72.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 22.93% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $4,529 | $5,286-14.3% | $4,933-8.2% | $4,660-2.8% |
| Participant deferral / active EE | $9,269 | $8,428+10.0% | $8,070+14.9% | $6,688+38.6% |
| Admin fee / account holder | $202 | $15,044-98.7% | $12,998-98.4% | $13,397-98.5% |