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 9-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 | $13,791 | $46,553-70.4% | $64,056-78.5% | $75,163-81.7% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 18.78% | 26.03%-7.3pp | 33.69%-14.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,406 | $1,974+21.9% | $2,747-12.4% | $2,670-9.9% |
| Participant deferral / active EE | $3,073 | $2,837+8.3% | $3,880-20.8% | $4,125-25.5% |
| Admin fee / account holder | $49 | $2,952-98.4% | $3,068-98.4% | $5,651-99.1% |