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 | $39,895 | $99,020-59.7% | $86,590-53.9% | $147,584-73.0% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 15.11% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,446 | $3,132-53.8% | $2,839-49.1% | $4,876-70.3% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $3,609-49.1% | $5,439-66.2% |
| Admin fee / account holder | $29 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |