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 | $73,632 | $104,907-29.8% | $84,611-13.0% | $152,861-51.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.53% | 373.79%-349.3pp | 258.74%-234.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,248 | $3,302-31.9% | $2,652-15.2% | $4,762-52.8% |
| Participant deferral / active EE | $3,346 | $4,688-28.6% | $3,899-14.2% | $5,850-42.8% |
| Admin fee / account holder | $15 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |