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 | $173,875 | $116,175+49.7% | $93,606+85.8% | $152,861+13.7% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 20.32% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,709 | $3,218-46.9% | $2,718-37.1% | $4,762-64.1% |
| Participant deferral / active EE | $2,736 | $4,603-40.6% | $4,069-32.8% | $5,850-53.2% |
| Admin fee / account holder | $107 | $10,748-99.0% | $7,888-98.6% | $11,596-99.1% |