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 9-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 | $30,343 | $177,572-82.9% | $154,803-80.4% | $142,382-78.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.53% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $942 | $4,810-80.4% | $4,305-78.1% | $4,299-78.1% |
| Participant deferral / active EE | $1,764 | $6,272-71.9% | $5,540-68.2% | $6,507-72.9% |
| Admin fee / account holder | $122 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |