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 7-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 | $25,503 | $127,264-80.0% | $109,895-76.8% | $167,490-84.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.2%-4.2pp | 82.1%-12.1pp |
| Annual return | 17.60% | 22.97%-5.4pp | 29.45%-11.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,013 | $3,322-69.5% | $2,842-64.4% | $4,837-79.1% |
| Participant deferral / active EE | $4,524 | $4,514+0.2% | $4,048+11.8% | $6,341-28.7% |
| Admin fee / account holder | $79 | $7,114-98.9% | $6,066-98.7% | $12,309-99.4% |