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 | $42,287 | $148,534-71.5% | $135,903-68.9% | $139,434-69.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.75% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,458 | $5,243-34.0% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $4,146 | $8,100-48.8% | $7,758-46.6% | $6,710-38.2% |
| Admin fee / account holder | $159 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |