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 | $65,676 | $118,849-44.7% | $96,562-32.0% | $167,490-60.8% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 12.06% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $5,396 | $3,120+73.0% | $2,356+129.0% | $4,837+11.5% |
| Participant deferral / active EE | $3,815 | $4,616-17.3% | $3,849-0.9% | $6,341-39.8% |
| Admin fee / account holder | $300 | $8,065-96.3% | $6,181-95.1% | $12,309-97.6% |