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 | $67,323 | $118,680-43.3% | $98,907-31.9% | $158,922-57.6% |
| Participation rate | 76.2% | 77.8%-1.6pp | 76.0%+0.2pp | 82.0%-5.8pp |
| Annual return | 22.07% | 372.35%-350.3pp | 196.43%-174.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,485 | $3,333-25.5% | $2,689-7.6% | $4,761-47.8% |
| Participant deferral / active EE | $6,041 | $5,088+18.7% | $4,244+42.3% | $5,982+1.0% |
| Admin fee / account holder | $175 | $10,131-98.3% | $6,642-97.4% | $11,246-98.4% |