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 4-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 | $19,575 | $148,534-86.8% | $135,903-85.6% | $139,434-86.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 36.02% | 79.19%-43.2pp | 68.23%-32.2pp | 372.94%-336.9pp |
| Employer contribution / active EE | $1,036 | $5,243-80.2% | $4,856-78.7% | $4,751-78.2% |
| Participant deferral / active EE | $6,656 | $8,100-17.8% | $7,758-14.2% | $6,710-0.8% |
| Admin fee / account holder | $88 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |