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 3-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 | $9,107 | $80,717-88.7% | $154,803-94.1% | $84,808-89.3% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 27.73% | 37.96%-10.2pp | 58.88%-31.1pp | 40.90%-13.2pp |
| Employer contribution / active EE | $1,420 | $2,761-48.6% | $4,305-67.0% | $2,631-46.0% |
| Participant deferral / active EE | $1,976 | $3,303-40.2% | $5,540-64.3% | $4,212-53.1% |
| Admin fee / account holder | $263 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |