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 7-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 | $40,990 | $177,572-76.9% | $154,803-73.5% | $142,382-71.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.87% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,894 | $4,810-60.6% | $4,305-56.0% | $4,299-55.9% |
| Participant deferral / active EE | $7,732 | $6,272+23.3% | $5,540+39.6% | $6,507+18.8% |
| Admin fee / account holder | $265 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |