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 | $29,341 | $124,281-76.4% | $109,143-73.1% | $167,490-82.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 12.25% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,445 | $4,207-41.9% | $3,722-34.3% | $4,837-49.5% |
| Participant deferral / active EE | $2,265 | $5,255-56.9% | $4,653-51.3% | $6,341-64.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |