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 | $27,067 | $165,984-83.7% | $164,813-83.6% | $145,922-81.5% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 13.75% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,328 | $5,273-74.8% | $4,341-69.4% | $4,660-71.5% |
| Participant deferral / active EE | $2,601 | $6,959-62.6% | $6,031-56.9% | $6,688-61.1% |
| Admin fee / account holder | $58 | $16,648-99.7% | $12,690-99.5% | $13,397-99.6% |