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 10-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 | $21,355 | $111,724-80.9% | $93,606-77.2% | $145,922-85.4% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 13.09% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,678 | $3,090+19.0% | $2,420+52.0% | $4,660-21.1% |
| Participant deferral / active EE | $1,484 | $4,912-69.8% | $4,411-66.3% | $6,688-77.8% |
| Admin fee / account holder | $280 | $10,250-97.3% | $8,285-96.6% | $13,397-97.9% |