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 | $59,359 | $228,332-74.0% | $185,823-68.1% | $158,922-62.6% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 20.36% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,003 | $4,967-39.5% | $4,087-26.5% | $4,761-36.9% |
| Participant deferral / active EE | $3,703 | $6,415-42.3% | $5,632-34.2% | $5,982-38.1% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |