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 | $120,839 | $81,625+48.0% | $58,482+106.6% | $139,434-13.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.04% | 7404.20%-7391.2pp | 4239.32%-4226.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,648 | $1,398+17.8% | $1,053+56.4% | $4,751-65.3% |
| Participant deferral / active EE | $4,276 | $2,557+67.2% | $1,924+122.3% | $6,710-36.3% |
| Admin fee / account holder | $67 | $3,265-98.0% | $2,516-97.4% | $11,403-99.4% |