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 7-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 | $21,482 | $109,982-80.5% | $97,226-77.9% | $145,922-85.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 9.16% | 242.90%-233.7pp | 75.13%-66.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,639 | $3,084-46.8% | $2,729-39.9% | $4,660-64.8% |
| Participant deferral / active EE | $3,820 | $4,676-18.3% | $4,264-10.4% | $6,688-42.9% |
| Admin fee / account holder | $85 | $6,221-98.6% | $5,654-98.5% | $13,397-99.4% |