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 | $45,314 | $113,339-60.0% | $94,993-52.3% | $147,584-69.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 20.77%-5.4pp | 27.12%-11.7pp | 578.55%-563.1pp |
| Employer contribution / active EE | $561 | $3,160-82.3% | $2,603-78.5% | $4,876-88.5% |
| Participant deferral / active EE | $2,144 | $3,777-43.2% | $3,317-35.4% | $5,439-60.6% |
| Admin fee / account holder | $154 | $6,063-97.5% | $4,960-96.9% | $10,885-98.6% |