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 | $29,613 | $88,042-66.4% | $138,135-78.6% | $79,858-62.9% |
| Participation rate | 78.4% | 71.4%+7.0pp | 78.7%-0.3pp | 69.6%+8.7pp |
| Annual return | 0.00% | 20.58%-20.6pp | 20.51%-20.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,618 | $3,103-15.6% | $5,587-53.1% | $2,471+5.9% |
| Participant deferral / active EE | $2,858 | $4,704-39.3% | $6,431-55.6% | $3,740-23.6% |
| Admin fee / account holder | $0 | $7,791-100.0% | $11,856-100.0% | $5,306-100.0% |