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 | $43,978 | $76,738-42.7% | $56,411-22.0% | $145,922-69.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 15.30% | 2994.23%-2978.9pp | 1701.33%-1686.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,161 | $1,380-15.9% | $1,039+11.8% | $4,660-75.1% |
| Participant deferral / active EE | $733 | $2,623-72.0% | $1,952-62.4% | $6,688-89.0% |
| Admin fee / account holder | $229 | $3,334-93.1% | $2,829-91.9% | $13,397-98.3% |