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 | $78,215 | $214,378-63.5% | $200,582-61.0% | $142,382-45.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,176 | $6,841-24.3% | $6,419-19.4% | $4,299+20.4% |
| Participant deferral / active EE | $5,855 | $9,865-40.6% | $9,331-37.3% | $6,507-10.0% |
| Admin fee / account holder | $296 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |