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 | $30,106 | $176,056-82.9% | $159,436-81.1% | $167,490-82.0% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 128.96% | 331.75%-202.8pp | 263.57%-134.6pp | 478.56%-349.6pp |
| Employer contribution / active EE | $1,937 | $5,297-63.4% | $4,829-59.9% | $4,837-59.9% |
| Participant deferral / active EE | $8,334 | $7,750+7.5% | $7,352+13.3% | $6,341+31.4% |
| Admin fee / account holder | $79 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |