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 | $40,990 | $172,111-76.2% | $150,298-72.7% | $137,256-70.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 13.87% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,894 | $4,636-59.1% | $4,154-54.4% | $4,156-54.4% |
| Participant deferral / active EE | $7,732 | $6,166+25.4% | $5,453+41.8% | $6,407+20.7% |
| Admin fee / account holder | $265 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |