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 | $39,276 | $198,466-80.2% | $170,442-77.0% | $147,584-73.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.25% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,089 | $6,184-66.2% | $5,433-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $4,546 | $5,629-19.2% | $4,939-8.0% | $5,439-16.4% |
| Admin fee / account holder | $44 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |