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 | $20,668 | $114,381-81.9% | $107,525-80.8% | $142,382-85.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.06% | 242.71%-227.6pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,653 | $4,015-9.0% | $3,754-2.7% | $4,299-15.0% |
| Participant deferral / active EE | $8,523 | $5,564+53.2% | $5,116+66.6% | $6,507+31.0% |
| Admin fee / account holder | $215 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |