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 | $11,524 | $88,751-87.0% | $81,812-85.9% | $145,922-92.1% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.3%+3.8pp | 80.3%-4.1pp |
| Annual return | 11.32% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,078 | $3,083-32.6% | $2,912-28.6% | $4,660-55.4% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $295 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |