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 | $19,154 | $100,773-81.0% | $88,946-78.5% | $142,382-86.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 17.41% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,125 | $2,918-27.2% | $2,555-16.8% | $4,299-50.6% |
| Participant deferral / active EE | $3,861 | $5,230-26.2% | $4,581-15.7% | $6,507-40.7% |
| Admin fee / account holder | $296 | $9,693-96.9% | $8,261-96.4% | $12,624-97.7% |