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 | $38,661 | $111,754-65.4% | $103,333-62.6% | $145,922-73.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 22.89% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,127 | $4,212-73.3% | $3,868-70.9% | $4,660-75.8% |
| Participant deferral / active EE | $2,752 | $5,619-51.0% | $5,057-45.6% | $6,688-58.8% |
| Admin fee / account holder | $34 | $9,750-99.7% | $8,355-99.6% | $13,397-99.7% |