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 | $42,939 | $74,888-42.7% | $71,209-39.7% | $142,382-69.8% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 15.43% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,475 | $2,854-48.3% | $2,721-45.8% | $4,299-65.7% |
| Participant deferral / active EE | $3,506 | $4,454-21.3% | $4,175-16.0% | $6,507-46.1% |
| Admin fee / account holder | $180 | $5,568-96.8% | $5,349-96.6% | $12,624-98.6% |