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 | $35,387 | $103,376-65.8% | $87,100-59.4% | $152,861-76.9% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 33.73% | 28.10%+5.6pp | 28.19%+5.5pp | 345.32%-311.6pp |
| Employer contribution / active EE | $2,852 | $3,220-11.4% | $2,521+13.1% | $4,762-40.1% |
| Participant deferral / active EE | $10,948 | $4,778+129.2% | $4,049+170.4% | $5,850+87.1% |
| Admin fee / account holder | $202 | $12,205-98.3% | $7,497-97.3% | $11,596-98.3% |