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 | $51,986 | $70,756-26.5% | $65,493-20.6% | $142,382-63.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 18.20% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,663 | $2,881-42.3% | $2,574-35.4% | $4,299-61.3% |
| Participant deferral / active EE | $7,329 | $4,637+58.0% | $3,961+85.0% | $6,507+12.6% |
| Admin fee / account holder | $133 | $6,559-98.0% | $5,028-97.4% | $12,624-98.9% |