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 | $88,609 | $75,828+16.9% | $147,614-40.0% | $59,632+48.6% |
| Participation rate | 74.2% | 71.6%+2.6pp | 84.6%-10.4pp | 68.7%+5.5pp |
| Annual return | 0.09% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,149 | $3,485-9.6% | $5,564-43.4% | $2,203+43.0% |
| Participant deferral / active EE | $5,908 | $3,130+88.7% | $4,895+20.7% | $3,192+85.1% |
| Admin fee / account holder | $85 | $5,985-98.6% | $11,611-99.3% | $4,297-98.0% |