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 | $59,389 | $114,381-48.1% | $107,525-44.8% | $142,382-58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.57% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,472 | $4,015-13.5% | $3,754-7.5% | $4,299-19.2% |
| Participant deferral / active EE | $1,841 | $5,564-66.9% | $5,116-64.0% | $6,507-71.7% |
| Admin fee / account holder | $22 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |