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 | $108,948 | $165,984-34.4% | $164,813-33.9% | $145,922-25.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 25.51% | 100.03%-74.5pp | 69.93%-44.4pp | 561.29%-535.8pp |
| Employer contribution / active EE | $1,406 | $5,273-73.3% | $4,341-67.6% | $4,660-69.8% |
| Participant deferral / active EE | $3,139 | $6,959-54.9% | $6,031-48.0% | $6,688-53.1% |
| Admin fee / account holder | $8 | $16,648-100.0% | $12,690-99.9% | $13,397-99.9% |