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 | $21,955 | $111,535-80.3% | $105,223-79.1% | $137,256-84.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 22.40% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,711 | $3,939-56.6% | $3,689-53.6% | $4,156-58.8% |
| Participant deferral / active EE | $2,819 | $5,500-48.8% | $5,072-44.4% | $6,407-56.0% |
| Admin fee / account holder | $153 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |