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 | $31,393 | $29,319+7.1% | $52,425-40.1% | $82,448-61.9% |
| Participation rate | 78.8% | 46.9%+31.9pp | 55.6%+23.2pp | 68.1%+10.7pp |
| Annual return | 19.83% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,570 | $586+167.7% | $914+71.8% | $2,551-38.4% |
| Participant deferral / active EE | $3,775 | $1,171+222.3% | $1,790+110.9% | $4,139-8.8% |
| Admin fee / account holder | $241 | $1,962-87.7% | $2,495-90.4% | $7,234-96.7% |