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 | $17,539 | $84,233-79.2% | $170,442-89.7% | $70,131-75.0% |
| Participation rate | 93.6% | 70.8%+22.8pp | 83.6%+10.0pp | 69.5%+24.1pp |
| Annual return | 14.72% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,194 | $3,387-5.7% | $5,433-41.2% | $2,342+36.4% |
| Participant deferral / active EE | $1,348 | $3,086-56.3% | $4,939-72.7% | $3,332-59.5% |
| Admin fee / account holder | $79 | $5,698-98.6% | $13,880-99.4% | $4,645-98.3% |