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 3-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 | $48,960 | $159,602-69.3% | $150,045-67.4% | $142,382-65.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 20.82% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,257 | $4,961-74.7% | $4,693-73.2% | $4,299-70.8% |
| Participant deferral / active EE | $7,346 | $8,310-11.6% | $7,997-8.1% | $6,507+12.9% |
| Admin fee / account holder | $280 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |