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 | $35,934 | $99,020-63.7% | $86,590-58.5% | $147,584-75.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.95% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $922 | $3,132-70.6% | $2,839-67.5% | $4,876-81.1% |
| Participant deferral / active EE | $1,387 | $3,972-65.1% | $3,609-61.6% | $5,439-74.5% |
| Admin fee / account holder | $65 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |