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 | $62,120 | $96,635-35.7% | $86,612-28.3% | $139,434-55.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.29% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,616 | $3,263-19.8% | $3,022-13.4% | $4,751-44.9% |
| Participant deferral / active EE | $3,467 | $4,836-28.3% | $4,438-21.9% | $6,710-48.3% |
| Admin fee / account holder | $125 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |