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 | $40,949 | $99,020-58.6% | $86,590-52.7% | $147,584-72.3% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 13.92% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,502 | $3,132-52.0% | $2,839-47.1% | $4,876-69.2% |
| Participant deferral / active EE | $1,902 | $3,972-52.1% | $3,609-47.3% | $5,439-65.0% |
| Admin fee / account holder | $219 | $5,710-96.2% | $4,906-95.5% | $10,885-98.0% |