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 | $33,842 | $96,484-64.9% | $75,886-55.4% | $152,861-77.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 23.82% | 33.98%-10.2pp | 30.76%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,546 | $3,309-53.3% | $2,500-38.2% | $4,762-67.5% |
| Participant deferral / active EE | $6,195 | $4,553+36.1% | $3,603+71.9% | $5,850+5.9% |
| Admin fee / account holder | $19 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |