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 | $42,370 | $102,966-58.9% | $90,281-53.1% | $152,861-72.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.19% | 95.16%-67.0pp | 78.10%-49.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $818 | $3,139-73.9% | $2,854-71.4% | $4,762-82.8% |
| Participant deferral / active EE | $8,099 | $4,281+89.2% | $3,885+108.4% | $5,850+38.4% |
| Admin fee / account holder | $151 | $6,171-97.6% | $5,351-97.2% | $11,596-98.7% |