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 | $34,087 | $105,998-67.8% | $92,233-63.0% | $147,584-76.9% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 22.04% | 50.05%-28.0pp | 176.28%-154.2pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,914 | $4,333-55.8% | $3,679-48.0% | $4,876-60.8% |
| Participant deferral / active EE | $4,351 | $4,478-2.8% | $3,897+11.7% | $5,439-20.0% |
| Admin fee / account holder | $125 | $6,332-98.0% | $5,194-97.6% | $10,885-98.9% |