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 | $48,998 | $102,966-52.4% | $90,281-45.7% | $152,861-67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.90% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,390 | $3,139+39.9% | $2,854+53.8% | $4,762-7.8% |
| Participant deferral / active EE | $7,415 | $4,281+73.2% | $3,885+90.8% | $5,850+26.7% |
| Admin fee / account holder | $157 | $6,171-97.5% | $5,351-97.1% | $11,596-98.7% |