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 4-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 | $10,548 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.83% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,151 | $4,015-71.3% | $3,754-69.3% | $4,299-73.2% |
| Participant deferral / active EE | $1,928 | $5,564-65.3% | $5,116-62.3% | $6,507-70.4% |
| Admin fee / account holder | $64 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |