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 6-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 | $21,955 | $106,515-79.4% | $96,683-77.3% | $139,434-84.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.22% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,630 | $4,103-60.3% | $3,737-56.4% | $4,751-65.7% |
| Participant deferral / active EE | $3,025 | $5,454-44.5% | $4,878-38.0% | $6,710-54.9% |
| Admin fee / account holder | $97 | $7,877-98.8% | $6,730-98.6% | $11,403-99.1% |