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 7-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 | $77,469 | $114,381-32.3% | $107,525-28.0% | $142,382-45.6% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 20.23% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,880 | $4,015-28.3% | $3,754-23.3% | $4,299-33.0% |
| Participant deferral / active EE | $5,382 | $5,564-3.3% | $5,116+5.2% | $6,507-17.3% |
| Admin fee / account holder | $161 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |