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 | $63,601 | $102,966-38.2% | $90,281-29.6% | $152,861-58.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 22.87% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,387 | $3,139-55.8% | $2,854-51.4% | $4,762-70.9% |
| Participant deferral / active EE | $1,847 | $4,281-56.9% | $3,885-52.5% | $5,850-68.4% |
| Admin fee / account holder | $37 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |