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 | $28,526 | $52,353-45.5% | $120,225-76.3% | $82,448-65.4% |
| Participation rate | 88.0% | 58.3%+29.7pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 15.12% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,957 | $1,510+29.6% | $3,475-43.7% | $2,551-23.3% |
| Participant deferral / active EE | $4,554 | $2,627+73.4% | $3,999+13.9% | $4,139+10.0% |
| Admin fee / account holder | $30 | $4,363-99.3% | $5,696-99.5% | $7,234-99.6% |