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 | $14,372 | $114,381-87.4% | $107,525-86.6% | $142,382-89.9% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 28.27% | 242.71%-214.4pp | 181.32%-153.0pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,242 | $4,015-44.1% | $3,754-40.3% | $4,299-47.8% |
| Participant deferral / active EE | $3,098 | $5,564-44.3% | $5,116-39.4% | $6,507-52.4% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |