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 | $48,807 | $67,606-27.8% | $82,313-40.7% | $70,131-30.4% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 17.20% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,389 | $1,755-20.9% | $2,428-42.8% | $2,342-40.7% |
| Participant deferral / active EE | $6,673 | $2,987+123.4% | $3,706+80.1% | $3,332+100.3% |
| Admin fee / account holder | $58 | $4,512-98.7% | $5,608-99.0% | $4,645-98.8% |