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 | $60,568 | $157,256-61.5% | $141,162-57.1% | $152,861-60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.72% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,046 | $5,261-23.1% | $4,735-14.6% | $4,762-15.0% |
| Participant deferral / active EE | $7,961 | $7,109+12.0% | $6,709+18.7% | $5,850+36.1% |
| Admin fee / account holder | $256 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |