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 | $49,007 | $228,332-78.5% | $185,823-73.6% | $158,922-69.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.52% | 40.80%-16.3pp | 35.95%-11.4pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,958 | $4,967-40.4% | $4,087-27.6% | $4,761-37.9% |
| Participant deferral / active EE | $3,436 | $6,415-46.4% | $5,632-39.0% | $5,982-42.6% |
| Admin fee / account holder | $111 | $11,864-99.1% | $9,500-98.8% | $11,246-99.0% |