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 | $42,539 | $91,037-53.3% | $71,671-40.6% | $147,584-71.2% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 14.07% | 20.48%-6.4pp | 20.65%-6.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,845 | $3,327-44.6% | $2,460-25.0% | $4,876-62.2% |
| Participant deferral / active EE | $5,737 | $4,498+27.5% | $3,438+66.9% | $5,439+5.5% |
| Admin fee / account holder | $6 | $8,613-99.9% | $5,558-99.9% | $10,885-99.9% |