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 | $13,022 | $102,604-87.3% | $86,188-84.9% | $139,434-90.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 29.76% | 1922.51%-1892.7pp | 1168.45%-1138.7pp | 372.94%-343.2pp |
| Employer contribution / active EE | $1,665 | $3,032-45.1% | $2,380-30.1% | $4,751-65.0% |
| Participant deferral / active EE | $4,023 | $4,676-14.0% | $3,985+0.9% | $6,710-40.0% |
| Admin fee / account holder | $22 | $8,657-99.7% | $6,852-99.7% | $11,403-99.8% |