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 7-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 | $37,146 | $48,795-23.9% | $65,493-43.3% | $84,808-56.2% |
| Participation rate | 89.1% | 67.0%+22.2pp | 73.1%+16.0pp | 68.3%+20.8pp |
| Annual return | 20.50% | 20.20%+0.3pp | 982.45%-961.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,165 | $1,930+12.2% | $2,574-15.9% | $2,631-17.7% |
| Participant deferral / active EE | $3,283 | $2,928+12.1% | $3,961-17.1% | $4,212-22.1% |
| Admin fee / account holder | $265 | $3,877-93.2% | $5,028-94.7% | $7,344-96.4% |