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 | $147,295 | $105,126+40.1% | $94,646+55.6% | $139,434+5.6% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 22.25% | 38.03%-15.8pp | 156.71%-134.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,876 | $4,106-54.3% | $3,672-48.9% | $4,751-60.5% |
| Participant deferral / active EE | $4,649 | $7,599-38.8% | $7,418-37.3% | $6,710-30.7% |
| Admin fee / account holder | $4 | $8,984-100.0% | $7,231-99.9% | $11,403-100.0% |