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 | $47,608 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 36.03% | 70.24%-34.2pp | 62.55%-26.5pp | 217.08%-181.0pp |
| Employer contribution / active EE | $1,427 | $4,961-71.2% | $4,693-69.6% | $4,299-66.8% |
| Participant deferral / active EE | $4,489 | $8,310-46.0% | $7,997-43.9% | $6,507-31.0% |
| Admin fee / account holder | $159 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |