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 8-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 | $57,589 | $162,781-64.6% | $133,956-57.0% | $158,922-63.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 21.63% | 41.94%-20.3pp | 45.09%-23.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,276 | $4,975-34.2% | $3,919-16.4% | $4,761-31.2% |
| Participant deferral / active EE | $10,050 | $5,911+70.0% | $5,048+99.1% | $5,982+68.0% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |