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 | $65,142 | $105,998-38.5% | $92,233-29.4% | $147,584-55.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 16.20% | 50.05%-33.8pp | 176.28%-160.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,375 | $4,333-68.3% | $3,679-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $1,239 | $4,478-72.3% | $3,897-68.2% | $5,439-77.2% |
| Admin fee / account holder | $45 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |