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 10-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 | $16,765 | $114,381-85.3% | $107,525-84.4% | $142,382-88.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 18.56% | 242.71%-224.1pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,632 | $4,015+40.3% | $3,754+50.0% | $4,299+31.0% |
| Participant deferral / active EE | $1,557 | $5,564-72.0% | $5,116-69.6% | $6,507-76.1% |
| Admin fee / account holder | $100 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |