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 | $26,341 | $96,557-72.7% | $80,975-67.5% | $273,961-90.4% |
| Participation rate | 87.0% | 79.1%+7.9pp | 75.8%+11.1pp | 83.0%+3.9pp |
| Annual return | 4.34% | 15.14%-10.8pp | 17.10%-12.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $853 | $4,868-82.5% | $3,714-77.0% | $4,869-82.5% |
| Participant deferral / active EE | $2,489 | $6,598-62.3% | $5,696-56.3% | $5,287-52.9% |
| Admin fee / account holder | $12 | $7,492-99.8% | $5,516-99.8% | $10,132-99.9% |