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 | $55,236 | $117,859-53.1% | $102,438-46.1% | $145,959-62.2% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 14.80% | 31.72%-16.9pp | 29.37%-14.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,928 | $3,615-46.7% | $3,024-36.2% | $4,661-58.6% |
| Participant deferral / active EE | $3,909 | $5,732-31.8% | $5,054-22.6% | $6,689-41.6% |
| Admin fee / account holder | $25 | $13,318-99.8% | $9,448-99.7% | $13,398-99.8% |