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 10-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 | $14,042 | $107,015-86.9% | $73,545-80.9% | $147,584-90.5% |
| Participation rate | 71.4% | 66.4%+5.0pp | 54.9%+16.5pp | 82.8%-11.4pp |
| Annual return | 23.78% | 38.25%-14.5pp | -15.16%+38.9pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,496 | $1,760-15.0% | $1,219+22.7% | $4,876-69.3% |
| Participant deferral / active EE | $2,228 | $2,462-9.5% | $1,806+23.4% | $5,439-59.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |