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 | $26,653 | $158,398-83.2% | $126,539-78.9% | $142,382-81.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 19.32% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,566 | $4,650-66.3% | $3,674-57.4% | $4,299-63.6% |
| Participant deferral / active EE | $3,587 | $4,767-24.7% | $4,083-12.1% | $6,507-44.9% |
| Admin fee / account holder | $169 | $6,918-97.6% | $6,065-97.2% | $12,624-98.7% |