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 | $46,767 | $60,124-22.2% | $90,404-48.3% | $79,858-41.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.95% | 71.94%-49.0pp | 1293.02%-1270.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,512 | $2,068-26.9% | $3,262-53.6% | $2,471-38.8% |
| Participant deferral / active EE | $3,186 | $2,938+8.4% | $3,963-19.6% | $3,740-14.8% |
| Admin fee / account holder | $31 | $3,976-99.2% | $5,611-99.5% | $5,306-99.4% |