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 8-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 | $26,579 | $111,754-76.2% | $103,333-74.3% | $145,922-81.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 24.55% | 24.77%-0.2pp | 24.88%-0.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,441 | $4,212-42.1% | $3,868-36.9% | $4,660-47.6% |
| Participant deferral / active EE | $5,940 | $5,619+5.7% | $5,057+17.4% | $6,688-11.2% |
| Admin fee / account holder | $45 | $9,750-99.5% | $8,355-99.5% | $13,397-99.7% |