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 | $152,626 | $136,179+12.1% | $98,755+54.6% | $167,490-8.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 10.42% | 67.53%-57.1pp | 49.91%-39.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $979 | $2,631-62.8% | $2,067-52.6% | $4,837-79.8% |
| Participant deferral / active EE | $2,600 | $3,716-30.0% | $3,035-14.3% | $6,341-59.0% |
| Admin fee / account holder | $40 | $5,031-99.2% | $4,076-99.0% | $12,309-99.7% |