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 | $36,358 | $85,202-57.3% | $172,739-79.0% | $72,985-50.2% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.6%-6.9pp | 69.5%+6.3pp |
| Annual return | 22.07% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,591 | $3,324-52.2% | $5,143-69.1% | $2,440-34.8% |
| Participant deferral / active EE | $2,797 | $3,260-14.2% | $5,198-46.2% | $3,607-22.5% |
| Admin fee / account holder | $158 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |