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 8-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 | $19,342 | $136,179-85.8% | $98,755-80.4% | $167,490-88.5% |
| Participation rate | 84.6% | 70.2%+14.4pp | 65.7%+18.9pp | 82.1%+2.5pp |
| Annual return | 10.44% | 67.53%-57.1pp | 49.91%-39.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,844 | $2,631+8.1% | $2,067+37.6% | $4,837-41.2% |
| Participant deferral / active EE | $3,408 | $3,716-8.3% | $3,035+12.3% | $6,341-46.3% |
| Admin fee / account holder | $70 | $5,031-98.6% | $4,076-98.3% | $12,309-99.4% |