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 | $52,090 | $96,635-46.1% | $86,612-39.9% | $139,434-62.6% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 18.47% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,240 | $3,263-62.0% | $3,022-59.0% | $4,751-73.9% |
| Participant deferral / active EE | $7,402 | $4,836+53.1% | $4,438+66.8% | $6,710+10.3% |
| Admin fee / account holder | $286 | $6,408-95.5% | $5,614-94.9% | $11,403-97.5% |