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 | $63,763 | $148,534-57.1% | $135,903-53.1% | $139,434-54.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.05% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,822 | $5,243-65.2% | $4,856-62.5% | $4,751-61.6% |
| Participant deferral / active EE | $8,692 | $8,100+7.3% | $7,758+12.0% | $6,710+29.5% |
| Admin fee / account holder | $82 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |