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 | $23,717 | $89,355-73.5% | $141,162-83.2% | $72,985-67.5% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 34.00% | 111.85%-77.8pp | 71.39%-37.4pp | 81.00%-47.0pp |
| Employer contribution / active EE | $2,537 | $3,114-18.5% | $4,735-46.4% | $2,440+4.0% |
| Participant deferral / active EE | $7,611 | $5,418+40.5% | $6,709+13.4% | $3,607+111.0% |
| Admin fee / account holder | $155 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |