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 | $39,650 | $159,602-75.2% | $150,045-73.6% | $142,382-72.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.16% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,722 | $4,961-65.3% | $4,693-63.3% | $4,299-59.9% |
| Participant deferral / active EE | $4,634 | $8,310-44.2% | $7,997-42.1% | $6,507-28.8% |
| Admin fee / account holder | $137 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |