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 | $58,695 | $100,901-41.8% | $75,670-22.4% | $147,584-60.2% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 16.25% | 35.78%-19.5pp | 27.34%-11.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,563 | $3,253-52.0% | $2,352-33.6% | $4,876-68.0% |
| Participant deferral / active EE | $3,536 | $4,027-12.2% | $3,142+12.5% | $5,439-35.0% |
| Admin fee / account holder | $172 | $11,285-98.5% | $5,800-97.0% | $10,885-98.4% |