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 | $38,947 | $165,912-76.5% | $122,332-68.2% | $147,584-73.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.81% | 34.55%-17.7pp | 30.27%-13.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,569 | $5,754-72.7% | $4,050-61.3% | $4,876-67.8% |
| Participant deferral / active EE | $3,813 | $4,005-4.8% | $3,287+16.0% | $5,439-29.9% |
| Admin fee / account holder | $12 | $7,424-99.8% | $5,478-99.8% | $10,885-99.9% |