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 | $23,714 | $95,416-75.1% | $185,823-87.2% | $85,850-72.4% |
| Participation rate | 84.2% | 68.8%+15.4pp | 81.7%+2.5pp | 69.3%+14.9pp |
| Annual return | 15.08% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $947 | $3,314-71.4% | $5,167-81.7% | $2,565-63.1% |
| Participant deferral / active EE | $1,609 | $3,423-53.0% | $5,568-71.1% | $3,952-59.3% |
| Admin fee / account holder | $136 | $7,213-98.1% | $16,237-99.2% | $6,260-97.8% |