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 | $61,044 | $162,781-62.5% | $133,956-54.4% | $158,922-61.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 28.49% | 41.94%-13.4pp | 45.09%-16.6pp | 302.83%-274.3pp |
| Employer contribution / active EE | $10,387 | $4,975+108.8% | $3,919+165.1% | $4,761+118.2% |
| Participant deferral / active EE | $7,792 | $5,911+31.8% | $5,048+54.4% | $5,982+30.2% |
| Admin fee / account holder | $16 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |