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 | $47,996 | $105,126-54.3% | $94,646-49.3% | $139,434-65.6% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 19.42% | 38.03%-18.6pp | 156.71%-137.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,317 | $4,106-19.2% | $3,672-9.7% | $4,751-30.2% |
| Participant deferral / active EE | $5,294 | $7,599-30.3% | $7,418-28.6% | $6,710-21.1% |
| Admin fee / account holder | $58 | $8,984-99.4% | $7,231-99.2% | $11,403-99.5% |