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 | $42,701 | $91,037-53.1% | $71,671-40.4% | $147,584-71.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 19.32% | 20.48%-1.2pp | 20.65%-1.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,789 | $3,327-16.2% | $2,460+13.4% | $4,876-42.8% |
| Participant deferral / active EE | $3,986 | $4,498-11.4% | $3,438+15.9% | $5,439-26.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |