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 | $24,312 | $63,346-61.6% | $92,233-73.6% | $70,131-65.3% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 17.92% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,481 | $2,471-40.0% | $3,679-59.7% | $2,342-36.8% |
| Participant deferral / active EE | $1,995 | $2,854-30.1% | $3,897-48.8% | $3,332-40.1% |
| Admin fee / account holder | $2 | $3,840-99.9% | $5,194-100.0% | $4,645-100.0% |