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 | $32,470 | $157,256-79.4% | $141,162-77.0% | $152,861-78.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,557 | $5,261-70.4% | $4,735-67.1% | $4,762-67.3% |
| Participant deferral / active EE | $7,031 | $7,109-1.1% | $6,709+4.8% | $5,850+20.2% |
| Admin fee / account holder | $108 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |