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 6-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 | $88,067 | $183,519-52.0% | $155,509-43.4% | $145,922-39.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 33.23% | 61.17%-27.9pp | 64.67%-31.4pp | 561.29%-528.1pp |
| Employer contribution / active EE | $1,644 | $5,313-69.1% | $4,672-64.8% | $4,660-64.7% |
| Participant deferral / active EE | $4,505 | $6,462-30.3% | $5,626-19.9% | $6,688-32.6% |
| Admin fee / account holder | $117 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |