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 | $68,464 | $56,053+22.1% | $75,972-9.9% | $80,856-15.3% |
| Participation rate | 96.2% | 62.0%+34.1pp | 69.1%+27.1pp | 67.6%+28.5pp |
| Annual return | 18.64% | 20.53%-1.9pp | 359.55%-340.9pp | 35.59%-17.0pp |
| Employer contribution / active EE | $4,000 | $1,874+113.4% | $2,685+49.0% | $2,755+45.2% |
| Participant deferral / active EE | $4,542 | $3,052+48.8% | $4,255+6.7% | $4,296+5.7% |
| Admin fee / account holder | $22 | $5,234-99.6% | $6,467-99.7% | $6,918-99.7% |