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 | $64,789 | $112,096-42.2% | $95,952-32.5% | $158,922-59.2% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 19.07% | 171.09%-152.0pp | 91.61%-72.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,418 | $3,198-55.7% | $2,541-44.2% | $4,761-70.2% |
| Participant deferral / active EE | $5,245 | $4,784+9.6% | $4,167+25.9% | $5,982-12.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |