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 7-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 | $88,818 | $157,256-43.5% | $141,162-37.1% | $152,861-41.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.83% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,583 | $5,261-50.9% | $4,735-45.4% | $4,762-45.8% |
| Participant deferral / active EE | $6,901 | $7,109-2.9% | $6,709+2.9% | $5,850+18.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |