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 | $12,807 | $133,958-90.4% | $112,228-88.6% | $134,475-90.5% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | 54.22% | 47.11%+7.1pp | 27.45%+26.8pp | 417.96%-363.7pp |
| Employer contribution / active EE | $4,725 | $4,038+17.0% | $3,635+30.0% | $4,740-0.3% |
| Participant deferral / active EE | $2,248 | $5,291-57.5% | $4,728-52.5% | $6,400-64.9% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |