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 8-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 | $22,599 | $103,376-78.1% | $87,100-74.1% | $152,861-85.2% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 21.30% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,711 | $3,220-46.9% | $2,521-32.1% | $4,762-64.1% |
| Participant deferral / active EE | $2,433 | $4,778-49.1% | $4,049-39.9% | $5,850-58.4% |
| Admin fee / account holder | $5 | $12,205-100.0% | $7,497-99.9% | $11,596-100.0% |