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 | $18,377 | $132,634-86.1% | $115,768-84.1% | $137,256-86.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 20.83% | 160.70%-139.9pp | 100.46%-79.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,374 | $3,360-59.1% | $2,940-53.3% | $4,156-66.9% |
| Participant deferral / active EE | $1,931 | $5,619-65.6% | $4,917-60.7% | $6,407-69.9% |
| Admin fee / account holder | $66 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |