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 | $17,924 | $102,616-82.5% | $81,983-78.1% | $158,922-88.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 35.05% | 61.04%-26.0pp | 41.31%-6.3pp | 302.83%-267.8pp |
| Employer contribution / active EE | $3,000 | $3,240-7.4% | $2,498+20.1% | $4,761-37.0% |
| Participant deferral / active EE | $8,666 | $4,648+86.4% | $3,722+132.8% | $5,982+44.9% |
| Admin fee / account holder | $84 | $8,235-99.0% | $5,664-98.5% | $11,246-99.3% |