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 | $71,560 | $154,117-53.6% | $129,995-45.0% | $139,434-48.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 30.57% | 32.48%-1.9pp | -137.18%+167.7pp | 372.94%-342.4pp |
| Employer contribution / active EE | $5,411 | $5,289+2.3% | $4,320+25.3% | $4,751+13.9% |
| Participant deferral / active EE | $7,042 | $6,710+4.9% | $5,820+21.0% | $6,710+4.9% |
| Admin fee / account holder | $256 | $14,007-98.2% | $10,614-97.6% | $11,403-97.8% |