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 | $34,731 | $148,534-76.6% | $135,903-74.4% | $139,434-75.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.06% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,859 | $5,243-64.5% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $5,863 | $8,100-27.6% | $7,758-24.4% | $6,710-12.6% |
| Admin fee / account holder | $75 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |