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 | $30,256 | $171,164-82.3% | $127,761-76.3% | $152,861-80.2% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.0%+16.8pp | 82.4%+13.4pp |
| Annual return | 23.96% | 23.54%+0.4pp | 26.14%-2.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,096 | $5,447-43.2% | $4,574-32.3% | $4,762-35.0% |
| Participant deferral / active EE | $4,109 | $7,038-41.6% | $6,021-31.8% | $5,850-29.8% |
| Admin fee / account holder | $149 | $14,530-99.0% | $9,395-98.4% | $11,596-98.7% |