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 | $25,639 | $159,602-83.9% | $150,045-82.9% | $142,382-82.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 18.40% | 70.24%-51.8pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,993 | $4,961-59.8% | $4,693-57.5% | $4,299-53.6% |
| Participant deferral / active EE | $3,020 | $8,310-63.7% | $7,997-62.2% | $6,507-53.6% |
| Admin fee / account holder | $151 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |