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 9-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 | $38,736 | $102,966-62.4% | $90,281-57.1% | $152,861-74.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 21.22% | 95.16%-73.9pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $914 | $3,139-70.9% | $2,854-68.0% | $4,762-80.8% |
| Participant deferral / active EE | $1,382 | $4,281-67.7% | $3,885-64.4% | $5,850-76.4% |
| Admin fee / account holder | $136 | $6,171-97.8% | $5,351-97.5% | $11,596-98.8% |