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 | $67,155 | $105,998-36.6% | $92,233-27.2% | $147,584-54.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 16.05% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $950 | $4,333-78.1% | $3,679-74.2% | $4,876-80.5% |
| Participant deferral / active EE | $4,397 | $4,478-1.8% | $3,897+12.8% | $5,439-19.2% |
| Admin fee / account holder | $257 | $6,332-95.9% | $5,194-95.1% | $10,885-97.6% |