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 | $47,900 | $112,096-57.3% | $95,952-50.1% | $158,922-69.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.87% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $5,384 | $3,198+68.3% | $2,541+111.9% | $4,761+13.1% |
| Participant deferral / active EE | $1,962 | $4,784-59.0% | $4,167-52.9% | $5,982-67.2% |
| Admin fee / account holder | $265 | $10,130-97.4% | $6,795-96.1% | $11,246-97.6% |