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 | $31,189 | $144,119-78.4% | $117,854-73.5% | $147,584-78.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 19.40% | 531.15%-511.7pp | 335.08%-315.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,473 | $4,896-69.9% | $3,786-61.1% | $4,876-69.8% |
| Participant deferral / active EE | $1,785 | $5,316-66.4% | $4,482-60.2% | $5,439-67.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |