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 9-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 | $48,625 | $118,849-59.1% | $96,562-49.6% | $167,490-71.0% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 15.69% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,794 | $3,120-42.5% | $2,356-23.8% | $4,837-62.9% |
| Participant deferral / active EE | $6,287 | $4,616+36.2% | $3,849+63.3% | $6,341-0.9% |
| Admin fee / account holder | $55 | $8,065-99.3% | $6,181-99.1% | $12,309-99.6% |