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 | $13,996 | $77,899-82.0% | $149,673-90.6% | $75,163-81.4% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | 25.78% | 31.72%-5.9pp | 134.42%-108.6pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,242 | $3,137-60.4% | $4,818-74.2% | $2,670-53.5% |
| Participant deferral / active EE | $4,785 | $3,411+40.3% | $5,680-15.7% | $4,125+16.0% |
| Admin fee / account holder | $289 | $5,956-95.1% | $13,210-97.8% | $5,651-94.9% |