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 | $49,134 | $165,335-70.3% | $149,696-67.2% | $158,922-69.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 15.77% | 348.15%-332.4pp | 276.60%-260.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $968 | $5,103-81.0% | $4,644-79.2% | $4,761-79.7% |
| Participant deferral / active EE | $3,370 | $7,181-53.1% | $6,842-50.7% | $5,982-43.7% |
| Admin fee / account holder | $173 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |