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 | $58,958 | $104,486-43.6% | $76,817-23.2% | $152,861-61.4% |
| Participation rate | 90.9% | 76.6%+14.3pp | 72.1%+18.8pp | 82.4%+8.5pp |
| Annual return | 16.46% | 1013.37%-996.9pp | 1166.11%-1149.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $886 | $3,116-71.5% | $2,302-61.5% | $4,762-81.4% |
| Participant deferral / active EE | $2,895 | $4,236-31.7% | $3,336-13.2% | $5,850-50.5% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |