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 | $19,953 | $74,927-73.4% | $101,794-80.4% | $84,808-76.5% |
| Participation rate | 73.8% | 61.4%+12.4pp | 69.2%+4.6pp | 68.3%+5.5pp |
| Annual return | 24.19% | 18.70%+5.5pp | 30.53%-6.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $777 | $1,522-49.0% | $2,289-66.1% | $2,631-70.5% |
| Participant deferral / active EE | $1,551 | $3,099-50.0% | $4,084-62.0% | $4,212-63.2% |
| Admin fee / account holder | $139 | $6,514-97.9% | $8,777-98.4% | $7,344-98.1% |