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 | $70,804 | $112,881-37.3% | $90,951-22.2% | $158,922-55.4% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 17.34% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $956 | $2,893-67.0% | $2,122-55.0% | $4,761-79.9% |
| Participant deferral / active EE | $3,931 | $4,128-4.8% | $3,373+16.5% | $5,982-34.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |