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 | $13,141 | $158,398-91.7% | $126,539-89.6% | $142,382-90.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 22.21% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,560 | $4,650-66.5% | $3,674-57.5% | $4,299-63.7% |
| Participant deferral / active EE | $2,938 | $4,767-38.4% | $4,083-28.0% | $6,507-54.8% |
| Admin fee / account holder | $117 | $6,918-98.3% | $6,065-98.1% | $12,624-99.1% |