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 | $13,038 | $65,685-80.2% | $57,179-77.2% | $273,961-95.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.46% | 21.99%-11.5pp | 14.59%-4.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $952 | $3,279-71.0% | $2,682-64.5% | $4,869-80.5% |
| Participant deferral / active EE | $1,152 | $3,782-69.5% | $3,096-62.8% | $5,287-78.2% |
| Admin fee / account holder | $197 | $4,835-95.9% | $3,139-93.7% | $10,132-98.1% |