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 9-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 | $27,672 | $127,065-78.2% | $113,168-75.5% | $142,382-80.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 17.98% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,133 | $3,442-67.1% | $2,975-61.9% | $4,299-73.7% |
| Participant deferral / active EE | $3,903 | $5,716-31.7% | $5,107-23.6% | $6,507-40.0% |
| Admin fee / account holder | $199 | $15,736-98.7% | $12,068-98.4% | $12,624-98.4% |