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 | $22,686 | $159,901-85.8% | $146,958-84.6% | $145,922-84.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 14.05% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,772 | $5,286-66.5% | $4,933-64.1% | $4,660-62.0% |
| Participant deferral / active EE | $7,280 | $8,428-13.6% | $8,070-9.8% | $6,688+8.9% |
| Admin fee / account holder | $56 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |