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 | $41,934 | $148,534-71.8% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 30.16% | 79.19%-49.0pp | 68.23%-38.1pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,762 | $5,243-66.4% | $4,856-63.7% | $4,751-62.9% |
| Participant deferral / active EE | $3,033 | $8,100-62.6% | $7,758-60.9% | $6,710-54.8% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |