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 6-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 | $18,798 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.41% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,553 | $4,810-67.7% | $4,305-63.9% | $4,299-63.9% |
| Participant deferral / active EE | $2,520 | $6,272-59.8% | $5,540-54.5% | $6,507-61.3% |
| Admin fee / account holder | $134 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |