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 | $23,242 | $97,044-76.0% | $83,333-72.1% | $135,375-82.8% |
| Participation rate | 76.9% | 80.4%-3.5pp | 77.8%-0.8pp | 82.6%-5.7pp |
| Annual return | 23.87% | 12.31%+11.6pp | 10.63%+13.2pp | 519.73%-495.9pp |
| Employer contribution / active EE | $1,442 | $4,143-65.2% | $3,379-57.3% | $4,779-69.8% |
| Participant deferral / active EE | $4,102 | $5,964-31.2% | $5,565-26.3% | $5,609-26.9% |
| Admin fee / account holder | $113 | $8,380-98.6% | $7,510-98.5% | $10,827-99.0% |