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 5-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 | $38,510 | $90,348-57.4% | $75,972-49.3% | $145,922-73.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.77% | 620.88%-607.1pp | 359.55%-345.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,280 | $3,311-61.3% | $2,685-52.3% | $4,660-72.5% |
| Participant deferral / active EE | $3,200 | $5,162-38.0% | $4,255-24.8% | $6,688-52.2% |
| Admin fee / account holder | $160 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |