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 | $113,078 | $70,756+59.8% | $65,493+72.7% | $142,382-20.6% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 14.88% | 1754.89%-1740.0pp | 982.45%-967.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,700 | $2,881-41.0% | $2,574-34.0% | $4,299-60.5% |
| Participant deferral / active EE | $5,143 | $4,637+10.9% | $3,961+29.9% | $6,507-21.0% |
| Admin fee / account holder | $2 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |