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 | $25,069 | $115,770-78.3% | $101,248-75.2% | $158,922-84.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 26.51% | 56.14%-29.6pp | 46.47%-20.0pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,447 | $4,175-65.3% | $3,660-60.5% | $4,761-69.6% |
| Participant deferral / active EE | $5,112 | $4,957+3.1% | $4,370+17.0% | $5,982-14.6% |
| Admin fee / account holder | $44 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |