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 7-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 | $29,311 | $159,901-81.7% | $146,958-80.1% | $145,922-79.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 18.47% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,667 | $5,286-49.6% | $4,933-45.9% | $4,660-42.8% |
| Participant deferral / active EE | $3,115 | $8,428-63.0% | $8,070-61.4% | $6,688-53.4% |
| Admin fee / account holder | $11 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |