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 | $177,436 | $123,909+43.2% | $69,647+154.8% | $145,922+21.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 190.55%-179.5pp | 100.48%-89.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,699 | $2,682-36.7% | $1,712-0.8% | $4,660-63.5% |
| Participant deferral / active EE | $3,909 | $4,236-7.7% | $2,886+35.4% | $6,688-41.6% |
| Admin fee / account holder | $40 | $7,863-99.5% | $4,713-99.2% | $13,397-99.7% |