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 4-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 | $40,653 | $176,947-77.0% | $91,541-55.6% | - |
| Participation rate | 75.8% | 61.8%+13.9pp | 69.8%+6.0pp | - |
| Annual return | 20.05% | 15.13%+4.9pp | 20.50%-0.5pp | - |
| Employer contribution / active EE | $1,500 | $2,196-31.7% | $2,505-40.1% | - |
| Participant deferral / active EE | $3,016 | $4,114-26.7% | $4,008-24.8% | - |
| Admin fee / account holder | $56 | $22,209-99.7% | $6,956-99.2% | - |