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 | $38,402 | $99,652-61.5% | $78,778-51.3% | $147,584-74.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.29% | 47.28%-35.0pp | 35.62%-23.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $327 | $2,796-88.3% | $1,986-83.5% | $4,876-93.3% |
| Participant deferral / active EE | $1,970 | $3,664-46.2% | $2,958-33.4% | $5,439-63.8% |
| Admin fee / account holder | $279 | $7,155-96.1% | $5,134-94.6% | $10,885-97.4% |