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 | $87,166-81.3% | $76,735-78.7% | $137,256-88.1% |
| Participation rate | 92.3% | 74.4%+18.0pp | 69.5%+22.8pp | 80.0%+12.3pp |
| Annual return | 24.19% | 26.50%-2.3pp | 29.77%-5.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,414 | $2,904-51.3% | $2,454-42.4% | $4,156-66.0% |
| Participant deferral / active EE | $2,240 | $4,726-52.6% | $4,088-45.2% | $6,407-65.0% |
| Admin fee / account holder | $101 | $8,403-98.8% | $7,189-98.6% | $12,270-99.2% |