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 3-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 | $11,069 | $72,071-84.6% | $68,368-83.8% | $137,256-91.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 25.04% | 353.14%-328.1pp | 292.57%-267.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,508 | $2,788-45.9% | $2,649-43.1% | $4,156-63.7% |
| Participant deferral / active EE | $1,979 | $4,410-55.1% | $4,123-52.0% | $6,407-69.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |