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 | $28,021 | $176,056-84.1% | $159,436-82.4% | $167,490-83.3% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 307.24% | 331.75%-24.5pp | 263.57%+43.7pp | 478.56%-171.3pp |
| Employer contribution / active EE | $1,044 | $5,297-80.3% | $4,829-78.4% | $4,837-78.4% |
| Participant deferral / active EE | $3,449 | $7,750-55.5% | $7,352-53.1% | $6,341-45.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |