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 4-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 | $27,409 | $95,266-71.2% | $82,389-66.7% | $142,382-80.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 19.70% | 25.74%-6.0pp | 28.67%-9.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,009 | $2,991-66.3% | $2,517-59.9% | $4,299-76.5% |
| Participant deferral / active EE | $2,408 | $4,809-49.9% | $4,155-42.0% | $6,507-63.0% |
| Admin fee / account holder | $23 | $8,563-99.7% | $7,231-99.7% | $12,624-99.8% |