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 | $29,919 | $118,849-74.8% | $96,562-69.0% | $167,490-82.1% |
| Participation rate | 93.8% | 75.5%+18.3pp | 69.8%+23.9pp | 82.1%+11.6pp |
| Annual return | 24.07% | 50.49%-26.4pp | 37.78%-13.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,081 | $3,120-65.3% | $2,356-54.1% | $4,837-77.6% |
| Participant deferral / active EE | $1,395 | $4,616-69.8% | $3,849-63.8% | $6,341-78.0% |
| Admin fee / account holder | $82 | $8,065-99.0% | $6,181-98.7% | $12,309-99.3% |