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 | $11,174 | $172,111-93.5% | $150,298-92.6% | $137,256-91.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 27.77% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $1,593 | $4,636-65.6% | $4,154-61.7% | $4,156-61.7% |
| Participant deferral / active EE | $2,420 | $6,166-60.8% | $5,453-55.6% | $6,407-62.2% |
| Admin fee / account holder | $46 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |