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 | $26,416 | $102,966-74.3% | $90,281-70.7% | $152,861-82.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 25.80% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,416 | $3,139-23.0% | $2,854-15.4% | $4,762-49.3% |
| Participant deferral / active EE | $7,106 | $4,281+66.0% | $3,885+82.9% | $5,850+21.5% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |