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 | $16,035 | $109,327-85.3% | $89,391-82.1% | $158,922-89.9% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 17.15% | 345.68%-328.5pp | 245.62%-228.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $899 | $3,170-71.6% | $2,586-65.2% | $4,761-81.1% |
| Participant deferral / active EE | $1,633 | $4,598-64.5% | $3,890-58.0% | $5,982-72.7% |
| Admin fee / account holder | $286 | $6,153-95.4% | $4,881-94.1% | $11,246-97.5% |