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 | $47,543 | $117,983-59.7% | $101,794-53.3% | $142,382-66.6% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 20.29% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,287 | $2,773-53.6% | $2,289-43.8% | $4,299-70.1% |
| Participant deferral / active EE | $4,780 | $4,714+1.4% | $4,084+17.0% | $6,507-26.6% |
| Admin fee / account holder | $136 | $10,433-98.7% | $8,777-98.4% | $12,624-98.9% |