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 | $22,005 | $127,065-82.7% | $113,168-80.6% | $142,382-84.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.56% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,283 | $3,442-4.6% | $2,975+10.4% | $4,299-23.6% |
| Participant deferral / active EE | $3,850 | $5,716-32.6% | $5,107-24.6% | $6,507-40.8% |
| Admin fee / account holder | $226 | $15,736-98.6% | $12,068-98.1% | $12,624-98.2% |