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 | $48,487 | $118,849-59.2% | $96,562-49.8% | $167,490-71.1% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.8%+19.7pp | 82.1%+7.4pp |
| Annual return | 10.39% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $778 | $3,120-75.1% | $2,356-67.0% | $4,837-83.9% |
| Participant deferral / active EE | $1,577 | $4,616-65.8% | $3,849-59.0% | $6,341-75.1% |
| Admin fee / account holder | $217 | $8,065-97.3% | $6,181-96.5% | $12,309-98.2% |