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 3-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 | $40,837 | $94,031-56.6% | $115,768-64.7% | $82,448-50.5% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.4%+13.6pp | 68.1%+19.9pp |
| Annual return | 19.06% | 20.61%-1.5pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,663 | $2,323+57.7% | $2,940+24.6% | $2,551+43.6% |
| Participant deferral / active EE | $9,060 | $3,972+128.1% | $4,917+84.3% | $4,139+118.9% |
| Admin fee / account holder | $202 | $10,249-98.0% | $12,439-98.4% | $7,234-97.2% |