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 9-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 | $22,648 | $85,202-73.4% | $172,739-86.9% | $72,985-69.0% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 22.94% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,440 | $3,324-56.7% | $5,143-72.0% | $2,440-41.0% |
| Participant deferral / active EE | $2,807 | $3,260-13.9% | $5,198-46.0% | $3,607-22.2% |
| Admin fee / account holder | $144 | $5,884-97.5% | $13,954-99.0% | $5,124-97.2% |