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 | $31,590 | $96,484-67.3% | $75,886-58.4% | $152,861-79.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 21.69% | 33.98%-12.3pp | 30.76%-9.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,336 | $3,309-59.6% | $2,500-46.6% | $4,762-72.0% |
| Participant deferral / active EE | $3,733 | $4,553-18.0% | $3,603+3.6% | $5,850-36.2% |
| Admin fee / account holder | $16 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |