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 3-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 | $38,857 | $117,983-67.1% | $101,794-61.8% | $142,382-72.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 21.99% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,791 | $2,773-35.4% | $2,289-21.8% | $4,299-58.3% |
| Participant deferral / active EE | $7,799 | $4,714+65.5% | $4,084+91.0% | $6,507+19.9% |
| Admin fee / account holder | $15 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |