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 | $25,056 | $109,881-77.2% | $150,045-83.3% | $84,808-70.5% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 20.08% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,549 | $3,561-28.4% | $4,693-45.7% | $2,631-3.1% |
| Participant deferral / active EE | $6,742 | $6,636+1.6% | $7,997-15.7% | $4,212+60.1% |
| Admin fee / account holder | $109 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |