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 | $24,459 | $148,534-83.5% | $135,903-82.0% | $139,434-82.5% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 20.57% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,755 | $5,243-66.5% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $4,679 | $8,100-42.2% | $7,758-39.7% | $6,710-30.3% |
| Admin fee / account holder | $84 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |