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 | $35,551 | $133,922-73.5% | $116,228-69.4% | $142,382-75.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.80% | 147.76%-125.0pp | 90.06%-67.3pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,572 | $3,446-54.4% | $2,994-47.5% | $4,299-63.4% |
| Participant deferral / active EE | $8,175 | $5,672+44.1% | $4,953+65.0% | $6,507+25.6% |
| Admin fee / account holder | $131 | $14,945-99.1% | $11,989-98.9% | $12,624-99.0% |