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 | $15,065 | $172,111-91.2% | $150,298-90.0% | $137,256-89.0% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 22.43% | 69.37%-46.9pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,464 | $4,636-68.4% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $2,319 | $6,166-62.4% | $5,453-57.5% | $6,407-63.8% |
| Admin fee / account holder | $55 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |