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 | $13,331 | $177,572-92.5% | $154,803-91.4% | $142,382-90.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 28.57% | 65.07%-36.5pp | 58.88%-30.3pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,880 | $4,810-60.9% | $4,305-56.3% | $4,299-56.3% |
| Participant deferral / active EE | $3,201 | $6,272-49.0% | $5,540-42.2% | $6,507-50.8% |
| Admin fee / account holder | $154 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |