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 6-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 | $43,212 | $177,572-75.7% | $154,803-72.1% | $142,382-69.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.10% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,311 | $4,810-31.2% | $4,305-23.1% | $4,299-23.0% |
| Participant deferral / active EE | $7,086 | $6,272+13.0% | $5,540+27.9% | $6,507+8.9% |
| Admin fee / account holder | $148 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |