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 6-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 | $41,314 | $165,335-75.0% | $149,696-72.4% | $158,922-74.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 82.93% | 348.15%-265.2pp | 276.60%-193.7pp | 302.83%-219.9pp |
| Employer contribution / active EE | $2,859 | $5,103-44.0% | $4,644-38.4% | $4,761-40.0% |
| Participant deferral / active EE | $14,819 | $7,181+106.4% | $6,842+116.6% | $5,982+147.7% |
| Admin fee / account holder | $124 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |