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 | $115,769 | $209,411-44.7% | $178,490-35.1% | $158,922-27.2% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 23.70% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.1pp |
| Employer contribution / active EE | $4,599 | $5,706-19.4% | $5,011-8.2% | $4,761-3.4% |
| Participant deferral / active EE | $3,119 | $5,954-47.6% | $5,202-40.0% | $5,982-47.9% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |