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 10-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 | $21,627 | $65,409-66.9% | $98,442-78.0% | $85,850-74.8% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.9pp | 69.3%+19.9pp |
| Annual return | 18.41% | 21.76%-3.3pp | 1492.73%-1474.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,601 | $2,168-26.1% | $2,960-45.9% | $2,565-37.6% |
| Participant deferral / active EE | $1,851 | $3,166-41.6% | $4,276-56.7% | $3,952-53.2% |
| Admin fee / account holder | $29 | $4,593-99.4% | $5,949-99.5% | $6,260-99.5% |