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 | $13,579 | $81,632-83.4% | $70,449-80.7% | $158,922-91.5% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 13.14% | 208.40%-195.3pp | 109.03%-95.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,120 | $3,217-34.1% | $2,737-22.5% | $4,761-55.5% |
| Participant deferral / active EE | $1,218 | $4,554-73.3% | $3,709-67.2% | $5,982-79.6% |
| Admin fee / account holder | $41 | $6,193-99.3% | $3,845-98.9% | $11,246-99.6% |