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 10-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 | $20,673 | $46,869-55.9% | $122,332-83.1% | $70,131-70.5% |
| Participation rate | 97.3% | 58.2%+39.1pp | 71.6%+25.7pp | 69.5%+27.8pp |
| Annual return | 20.78% | 24.22%-3.4pp | 30.27%-9.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $541 | $1,288-58.0% | $4,050-86.7% | $2,342-76.9% |
| Participant deferral / active EE | $2,115 | $2,166-2.4% | $3,287-35.7% | $3,332-36.5% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |