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 3-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 | $28,030 | $165,984-83.1% | $164,813-83.0% | $145,922-80.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 14.29% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,759 | $5,273-28.7% | $4,341-13.4% | $4,660-19.3% |
| Participant deferral / active EE | $6,456 | $6,959-7.2% | $6,031+7.0% | $6,688-3.5% |
| Admin fee / account holder | $188 | $16,648-98.9% | $12,690-98.5% | $13,397-98.6% |