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 | $24,469 | $112,729-78.3% | $98,716-75.2% | $137,256-82.2% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 21.49% | 38.48%-17.0pp | 31.81%-10.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $458 | $2,725-83.2% | $2,279-79.9% | $4,156-89.0% |
| Participant deferral / active EE | $7,120 | $4,640+53.4% | $4,048+75.9% | $6,407+11.1% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |