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 | $14,522 | $172,111-91.6% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.47% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,644 | $4,636-64.5% | $4,154-60.4% | $4,156-60.4% |
| Participant deferral / active EE | $6,460 | $6,166+4.8% | $5,453+18.5% | $6,407+0.8% |
| Admin fee / account holder | $261 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |