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 5-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 | $19,775 | $111,814-82.3% | $93,654-78.9% | $145,959-86.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 15.16% | 203.30%-188.1pp | 133.34%-118.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,940 | $3,092-37.2% | $2,421-19.9% | $4,661-58.4% |
| Participant deferral / active EE | $3,503 | $4,914-28.7% | $4,413-20.6% | $6,689-47.6% |
| Admin fee / account holder | $89 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |