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 | $26,723 | $107,334-75.1% | $92,893-71.2% | $152,861-82.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.20% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,339 | $4,221-44.6% | $3,653-36.0% | $4,762-50.9% |
| Participant deferral / active EE | $5,581 | $4,845+15.2% | $4,236+31.8% | $5,850-4.6% |
| Admin fee / account holder | $298 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |