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 | $61,621 | $106,515-42.1% | $96,683-36.3% | $139,434-55.8% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 13.77% | 38.43%-24.7pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,187 | $4,103-46.7% | $3,737-41.5% | $4,751-54.0% |
| Participant deferral / active EE | $6,124 | $5,454+12.3% | $4,878+25.5% | $6,710-8.7% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |