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 | $20,615 | $57,281-64.0% | $86,612-76.2% | $75,163-72.6% |
| Participation rate | 92.7% | 63.2%+29.5pp | 71.7%+21.0pp | 67.2%+25.5pp |
| Annual return | 240.45% | 2670.75%-2430.3pp | 591.07%-350.6pp | 160.62%+79.8pp |
| Employer contribution / active EE | $2,586 | $2,314+11.7% | $3,022-14.4% | $2,670-3.1% |
| Participant deferral / active EE | $8,713 | $3,318+162.6% | $4,438+96.3% | $4,125+111.2% |
| Admin fee / account holder | $253 | $4,112-93.9% | $5,614-95.5% | $5,651-95.5% |