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 4-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 | $11,729 | $111,754-89.5% | $103,333-88.6% | $145,922-92.0% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 16.27% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,737 | $4,212-58.8% | $3,868-55.1% | $4,660-62.7% |
| Participant deferral / active EE | $2,970 | $5,619-47.1% | $5,057-41.3% | $6,688-55.6% |
| Admin fee / account holder | $62 | $9,750-99.4% | $8,355-99.3% | $13,397-99.5% |