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 | $53,178 | $102,604-48.2% | $86,188-38.3% | $139,434-61.9% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 10.25% | 1922.51%-1912.3pp | 1168.45%-1158.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,040 | $3,032-65.7% | $2,380-56.3% | $4,751-78.1% |
| Participant deferral / active EE | $2,178 | $4,676-53.4% | $3,985-45.3% | $6,710-67.5% |
| Admin fee / account holder | $143 | $8,657-98.4% | $6,852-97.9% | $11,403-98.8% |