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 | $27,207 | $159,934-83.0% | $147,005-81.5% | $145,959-81.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 16.27% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $2,742 | $5,287-48.1% | $4,934-44.4% | $4,661-41.2% |
| Participant deferral / active EE | $4,896 | $8,427-41.9% | $8,070-39.3% | $6,689-26.8% |
| Admin fee / account holder | $39 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |