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 | $28,973 | $70,756-59.1% | $65,493-55.8% | $142,382-79.7% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.1%-7.4pp |
| Annual return | 17.03% | 1754.89%-1737.9pp | 982.45%-965.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $969 | $2,881-66.4% | $2,574-62.4% | $4,299-77.5% |
| Participant deferral / active EE | $1,495 | $4,637-67.8% | $3,961-62.3% | $6,507-77.0% |
| Admin fee / account holder | $194 | $6,559-97.0% | $5,028-96.1% | $12,624-98.5% |