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 | $41,009 | $90,503-54.7% | $78,689-47.9% | $273,961-85.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 10.55% | 75.60%-65.1pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $5,214 | $3,176+64.2% | $2,851+82.9% | $4,869+7.1% |
| Participant deferral / active EE | $3,835 | $3,901-1.7% | $3,517+9.0% | $5,287-27.5% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |