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 | $46,119 | $111,754-58.7% | $103,333-55.4% | $145,922-68.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,427 | $4,212-42.4% | $3,868-37.3% | $4,660-47.9% |
| Participant deferral / active EE | $8,394 | $5,619+49.4% | $5,057+66.0% | $6,688+25.5% |
| Admin fee / account holder | $193 | $9,750-98.0% | $8,355-97.7% | $13,397-98.6% |