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 | $79,861 | $99,921-20.1% | $85,009-6.1% | $145,959-45.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 83.89%-69.4pp | 66.47%-51.9pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,000 | $3,233-38.1% | $2,728-26.7% | $4,661-57.1% |
| Participant deferral / active EE | $6,100 | $5,293+15.3% | $4,522+34.9% | $6,689-8.8% |
| Admin fee / account holder | $205 | $7,252-97.2% | $6,153-96.7% | $13,398-98.5% |