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 | $65,695 | $118,849-44.7% | $96,562-32.0% | $167,490-60.8% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 15.16% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,248 | $3,120-27.9% | $2,356-4.6% | $4,837-53.5% |
| Participant deferral / active EE | $2,829 | $4,616-38.7% | $3,849-26.5% | $6,341-55.4% |
| Admin fee / account holder | $251 | $8,065-96.9% | $6,181-95.9% | $12,309-98.0% |