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 | $56,838 | $159,602-64.4% | $150,045-62.1% | $142,382-60.1% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 17.21% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,444 | $4,961+29.9% | $4,693+37.3% | $4,299+49.9% |
| Participant deferral / active EE | $6,145 | $8,310-26.1% | $7,997-23.2% | $6,507-5.6% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |