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 | $44,715 | $108,919-58.9% | $100,391-55.5% | $145,922-69.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 17.85% | 57.88%-40.0pp | 49.20%-31.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,550 | $4,419-42.3% | $3,942-35.3% | $4,660-45.3% |
| Participant deferral / active EE | $3,017 | $8,445-64.3% | $8,082-62.7% | $6,688-54.9% |
| Admin fee / account holder | $102 | $9,689-98.9% | $7,899-98.7% | $13,397-99.2% |