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 | $12,283 | $54,705-77.5% | $71,209-82.8% | $84,808-85.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.59% | 35.90%-12.3pp | 282.51%-258.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,153 | $2,158-46.6% | $2,721-57.6% | $2,631-56.2% |
| Participant deferral / active EE | $4,455 | $3,030+47.0% | $4,175+6.7% | $4,212+5.8% |
| Admin fee / account holder | $206 | $4,863-95.8% | $5,349-96.1% | $7,344-97.2% |