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 6-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 | $13,188 | $77,899-83.1% | $149,673-91.2% | $75,163-82.5% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 29.02% | 31.72%-2.7pp | 134.42%-105.4pp | 160.62%-131.6pp |
| Employer contribution / active EE | $1,325 | $3,137-57.8% | $4,818-72.5% | $2,670-50.4% |
| Participant deferral / active EE | $4,006 | $3,411+17.4% | $5,680-29.5% | $4,125-2.9% |
| Admin fee / account holder | $161 | $5,956-97.3% | $13,210-98.8% | $5,651-97.1% |