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 | $16,342 | $95,266-82.8% | $82,389-80.2% | $142,382-88.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 24.19% | 25.74%-1.5pp | 28.67%-4.5pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,414 | $2,991-52.7% | $2,517-43.8% | $4,299-67.1% |
| Participant deferral / active EE | $2,240 | $4,809-53.4% | $4,155-46.1% | $6,507-65.6% |
| Admin fee / account holder | $101 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |