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 | $22,100 | $157,256-85.9% | $141,162-84.3% | $152,861-85.5% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 317.83% | 64.32%+253.5pp | 71.39%+246.4pp | 345.32%-27.5pp |
| Employer contribution / active EE | $2,715 | $5,261-48.4% | $4,735-42.7% | $4,762-43.0% |
| Participant deferral / active EE | $2,379 | $7,109-66.5% | $6,709-64.5% | $5,850-59.3% |
| Admin fee / account holder | $9 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |