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 | $34,093 | $183,519-81.4% | $155,509-78.1% | $145,922-76.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.80% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,205 | $5,313-77.3% | $4,672-74.2% | $4,660-74.1% |
| Participant deferral / active EE | $12,278 | $6,462+90.0% | $5,626+118.2% | $6,688+83.6% |
| Admin fee / account holder | $146 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |