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 6-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 | $13,796 | $109,327-87.4% | $89,391-84.6% | $158,922-91.3% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 50.41% | 345.68%-295.3pp | 245.62%-195.2pp | 302.83%-252.4pp |
| Employer contribution / active EE | $2,060 | $3,170-35.0% | $2,586-20.3% | $4,761-56.7% |
| Participant deferral / active EE | $6,227 | $4,598+35.4% | $3,890+60.1% | $5,982+4.1% |
| Admin fee / account holder | $43 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |