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 | $23,560 | $127,065-81.5% | $113,168-79.2% | $142,382-83.5% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 12.91% | 24.03%-11.1pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,164 | $3,442-66.2% | $2,975-60.9% | $4,299-72.9% |
| Participant deferral / active EE | $1,868 | $5,716-67.3% | $5,107-63.4% | $6,507-71.3% |
| Admin fee / account holder | $74 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |