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 10-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 | $49,150 | $127,264-61.4% | $109,895-55.3% | $167,490-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.73% | 22.97%-8.2pp | 29.45%-14.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,920 | $3,322-42.2% | $2,842-32.4% | $4,837-60.3% |
| Participant deferral / active EE | $2,927 | $4,514-35.2% | $4,048-27.7% | $6,341-53.8% |
| Admin fee / account holder | $21 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |