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 | $30,296 | $176,056-82.8% | $159,436-81.0% | $167,490-81.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.61% | 331.75%-312.1pp | 263.57%-244.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,641 | $5,297-50.1% | $4,829-45.3% | $4,837-45.4% |
| Participant deferral / active EE | $3,861 | $7,750-50.2% | $7,352-47.5% | $6,341-39.1% |
| Admin fee / account holder | $214 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |