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 | $36,025 | $63,346-43.1% | $92,233-60.9% | $70,131-48.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.61% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,903 | $2,471-23.0% | $3,679-48.3% | $2,342-18.8% |
| Participant deferral / active EE | $1,768 | $2,854-38.0% | $3,897-54.6% | $3,332-46.9% |
| Admin fee / account holder | $114 | $3,840-97.0% | $5,194-97.8% | $4,645-97.5% |