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 | $20,292 | $105,859-80.8% | $90,160-77.5% | $147,584-86.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.99% | 37.63%-24.6pp | 34.88%-21.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,672 | $4,126-59.5% | $3,318-49.6% | $4,876-65.7% |
| Participant deferral / active EE | $3,566 | $5,733-37.8% | $5,288-32.6% | $5,439-34.4% |
| Admin fee / account holder | $273 | $8,046-96.6% | $5,943-95.4% | $10,885-97.5% |