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 | $32,947 | $112,096-70.6% | $95,952-65.7% | $158,922-79.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.47% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,423 | $3,198-55.5% | $2,541-44.0% | $4,761-70.1% |
| Participant deferral / active EE | $2,247 | $4,784-53.0% | $4,167-46.1% | $5,982-62.4% |
| Admin fee / account holder | $166 | $10,130-98.4% | $6,795-97.6% | $11,246-98.5% |