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 | $24,889 | $99,020-74.9% | $86,590-71.3% | $147,584-83.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 28.23% | 1312.34%-1284.1pp | 964.84%-936.6pp | 578.55%-550.3pp |
| Employer contribution / active EE | $3,044 | $3,132-2.8% | $2,839+7.2% | $4,876-37.6% |
| Participant deferral / active EE | $9,051 | $3,972+127.8% | $3,609+150.8% | $5,439+66.4% |
| Admin fee / account holder | $34 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |