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 | $79,853 | $209,411-61.9% | $178,490-55.3% | $158,922-49.8% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 21.93% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,669 | $5,706-35.7% | $5,011-26.8% | $4,761-22.9% |
| Participant deferral / active EE | $9,876 | $5,954+65.9% | $5,202+89.9% | $5,982+65.1% |
| Admin fee / account holder | $57 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |