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 | $95,209 | $166,020-42.7% | $164,866-42.3% | $145,959-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.47% | 100.08%-85.6pp | 69.97%-55.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $5,000 | $5,275-5.2% | $4,343+15.1% | $4,661+7.3% |
| Participant deferral / active EE | $3,194 | $6,961-54.1% | $6,033-47.1% | $6,689-52.2% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |