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 | $83,608 | $111,814-25.2% | $103,374-19.1% | $145,959-42.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.18% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,671 | $4,214-36.6% | $3,869-31.0% | $4,661-42.7% |
| Participant deferral / active EE | $11,323 | $5,618+101.5% | $5,058+123.9% | $6,689+69.3% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |