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 9-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 | $15,471 | $121,625-87.3% | $104,607-85.2% | $158,922-90.3% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 40.52% | 465.26%-424.7pp | 340.46%-299.9pp | 302.83%-262.3pp |
| Employer contribution / active EE | $1,726 | $3,163-45.4% | $2,681-35.6% | $4,761-63.8% |
| Participant deferral / active EE | $2,605 | $4,177-37.6% | $3,740-30.3% | $5,982-56.5% |
| Admin fee / account holder | $49 | $7,787-99.4% | $6,473-99.2% | $11,246-99.6% |