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 | $41,006 | $108,172-62.1% | $77,482-47.1% | $158,922-74.2% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 10.02% | 31.67%-21.7pp | 54.79%-44.8pp | 302.83%-292.8pp |
| Employer contribution / active EE | $450 | $1,325-66.0% | $986-54.3% | $4,761-90.5% |
| Participant deferral / active EE | $5,056 | $2,456+105.8% | $1,861+171.6% | $5,982-15.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |