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 | $56,385 | $111,724-49.5% | $93,606-39.8% | $145,922-61.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 19.96% | 202.98%-183.0pp | 133.20%-113.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,231 | $3,090-60.1% | $2,420-49.1% | $4,660-73.6% |
| Participant deferral / active EE | $5,664 | $4,912+15.3% | $4,411+28.4% | $6,688-15.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |