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 9-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 | $28,325 | $102,616-72.4% | $81,983-65.4% | $158,922-82.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 21.09% | 61.04%-40.0pp | 41.31%-20.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,880 | $3,240-11.1% | $2,498+15.3% | $4,761-39.5% |
| Participant deferral / active EE | $4,888 | $4,648+5.2% | $3,722+31.3% | $5,982-18.3% |
| Admin fee / account holder | $270 | $8,235-96.7% | $5,664-95.2% | $11,246-97.6% |