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 | $12,814 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.39% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,335 | $4,015-41.8% | $3,754-37.8% | $4,299-45.7% |
| Participant deferral / active EE | $3,027 | $5,564-45.6% | $5,116-40.8% | $6,507-53.5% |
| Admin fee / account holder | $197 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |