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 | $39,789 | $103,376-61.5% | $87,100-54.3% | $152,861-74.0% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 24.80% | 28.10%-3.3pp | 28.19%-3.4pp | 345.32%-320.5pp |
| Employer contribution / active EE | $794 | $3,220-75.4% | $2,521-68.5% | $4,762-83.3% |
| Participant deferral / active EE | $2,395 | $4,778-49.9% | $4,049-40.8% | $5,850-59.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |