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 | $49,519 | $226,064-78.1% | $182,532-72.9% | $152,861-67.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 9.37% | 192.51%-183.1pp | 148.54%-139.2pp | 345.32%-335.9pp |
| Employer contribution / active EE | $5,000 | $4,978+0.4% | $4,076+22.7% | $4,762+5.0% |
| Participant deferral / active EE | $2,413 | $6,368-62.1% | $5,524-56.3% | $5,850-58.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |