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 8-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 | $60,454 | $158,398-61.8% | $126,539-52.2% | $142,382-57.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 18.67% | 593.76%-575.1pp | 425.95%-407.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,308 | $4,650-71.9% | $3,674-64.4% | $4,299-69.6% |
| Participant deferral / active EE | $5,381 | $4,767+12.9% | $4,083+31.8% | $6,507-17.3% |
| Admin fee / account holder | $23 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |