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 | $40,101 | $70,756-43.3% | $65,493-38.8% | $142,382-71.8% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 20.74% | 1754.89%-1734.1pp | 982.45%-961.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,439 | $2,881-15.3% | $2,574-5.3% | $4,299-43.3% |
| Participant deferral / active EE | $7,074 | $4,637+52.5% | $3,961+78.6% | $6,507+8.7% |
| Admin fee / account holder | $267 | $6,559-95.9% | $5,028-94.7% | $12,624-97.9% |