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 4-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 | $11,592 | $106,515-89.1% | $96,683-88.0% | $139,434-91.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 42.43% | 38.43%+4.0pp | 35.69%+6.7pp | 372.94%-330.5pp |
| Employer contribution / active EE | $2,978 | $4,103-27.4% | $3,737-20.3% | $4,751-37.3% |
| Participant deferral / active EE | $3,683 | $5,454-32.5% | $4,878-24.5% | $6,710-45.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |