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 | $52,075 | $157,256-66.9% | $141,162-63.1% | $152,861-65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.25% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,251 | $5,261-57.2% | $4,735-52.5% | $4,762-52.7% |
| Participant deferral / active EE | $6,429 | $7,109-9.6% | $6,709-4.2% | $5,850+9.9% |
| Admin fee / account holder | $147 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |