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 | $37,021 | $89,355-58.6% | $141,162-73.8% | $72,985-49.3% |
| Participation rate | 98.4% | 75.1%+23.2pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 30.17% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $4,212 | $3,114+35.3% | $4,735-11.0% | $2,440+72.6% |
| Participant deferral / active EE | $8,340 | $5,418+53.9% | $6,709+24.3% | $3,607+131.2% |
| Admin fee / account holder | $72 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |